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 | $22,889 | $95,416-76.0% | $185,823-87.7% | $85,850-73.3% |
| Participation rate | 22.2% | 68.8%-46.5pp | 81.7%-59.5pp | 69.3%-47.1pp |
| Annual return | 16.15% | 23.59%-7.4pp | 122.05%-105.9pp | 318.53%-302.4pp |
| Employer contribution / active EE | $431 | $3,314-87.0% | $5,167-91.7% | $2,565-83.2% |
| Participant deferral / active EE | $1,568 | $3,423-54.2% | $5,568-71.8% | $3,952-60.3% |
| Admin fee / account holder | $118 | $7,213-98.4% | $16,237-99.3% | $6,260-98.1% |