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 7-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 | $37,283 | $124,281-70.0% | $109,143-65.8% | $167,490-77.7% |
| Participation rate | 22.2% | 79.4%-57.2pp | 75.9%-53.7pp | 82.1%-59.9pp |
| Annual return | 18.86% | 26.04%-7.2pp | 25.75%-6.9pp | 478.56%-459.7pp |
| Employer contribution / active EE | $859 | $4,207-79.6% | $3,722-76.9% | $4,837-82.2% |
| Participant deferral / active EE | $2,481 | $5,255-52.8% | $4,653-46.7% | $6,341-60.9% |
| Admin fee / account holder | $17 | $7,970-99.8% | $6,752-99.8% | $12,309-99.9% |