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 | $66,498 | $109,881-39.5% | $150,045-55.7% | $84,808-21.6% |
| Participation rate | 25.0% | 76.1%-51.1pp | 82.3%-57.3pp | 68.3%-43.3pp |
| Annual return | 21.28% | 28.25%-7.0pp | 62.55%-41.3pp | 40.90%-19.6pp |
| Employer contribution / active EE | $1,018 | $3,561-71.4% | $4,693-78.3% | $2,631-61.3% |
| Participant deferral / active EE | $3,113 | $6,636-53.1% | $7,997-61.1% | $4,212-26.1% |
| Admin fee / account holder | $19 | $8,568-99.8% | $13,435-99.9% | $7,344-99.7% |