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 | $8,652 | $104,974-91.8% | $95,585-90.9% | $142,382-93.9% |
| Participation rate | 57.1% | 75.0%-17.8pp | 72.1%-14.9pp | 80.1%-23.0pp |
| Annual return | 22.46% | 210.33%-187.9pp | 38.56%-16.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $656 | $2,779-76.4% | $2,527-74.0% | $4,299-84.7% |
| Participant deferral / active EE | $1,302 | $4,352-70.1% | $4,023-67.6% | $6,507-80.0% |
| Admin fee / account holder | $30 | $6,386-99.5% | $6,127-99.5% | $12,624-99.8% |