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 | $13,639 | $59,101-76.9% | $77,163-82.3% | $75,163-81.9% |
| Participation rate | 29.3% | 63.9%-34.6pp | 69.6%-40.3pp | 67.2%-37.9pp |
| Annual return | 21.97% | 26.71%-4.7pp | 37.87%-15.9pp | 160.62%-138.6pp |
| Employer contribution / active EE | $648 | $1,995-67.5% | $2,535-74.4% | $2,670-75.7% |
| Participant deferral / active EE | $1,075 | $2,999-64.2% | $3,833-72.0% | $4,125-73.9% |
| Admin fee / account holder | $149 | $4,774-96.9% | $5,472-97.3% | $5,651-97.4% |