See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,392 | $118,427-90.4% | $66,042-82.8% | $142,382-92.0% |
| Participation rate | 66.7% | 68.1%-1.5pp | 67.5%-0.8pp | 80.1%-13.5pp |
| Annual return | 23.93% | 35.57%-11.6pp | 52.11%-28.2pp | 217.08%-193.1pp |
| Employer contribution / active EE | $556 | $2,570-78.3% | $1,579-64.8% | $4,299-87.1% |
| Participant deferral / active EE | $1,149 | $4,311-73.4% | $2,835-59.5% | $6,507-82.4% |
| Admin fee / account holder | $282 | $9,593-97.1% | $5,747-95.1% | $12,624-97.8% |