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 5-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 | $27,924 | $106,515-73.8% | $96,683-71.1% | $139,434-80.0% |
| Participation rate | 23.5% | 77.8%-54.3pp | 74.3%-50.8pp | 80.3%-56.8pp |
| Annual return | 27.61% | 38.43%-10.8pp | 35.69%-8.1pp | 372.94%-345.3pp |
| Employer contribution / active EE | $901 | $4,103-78.0% | $3,737-75.9% | $4,751-81.0% |
| Participant deferral / active EE | $1,858 | $5,454-65.9% | $4,878-61.9% | $6,710-72.3% |
| Admin fee / account holder | $85 | $7,877-98.9% | $6,730-98.7% | $11,403-99.3% |