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 | $22,002 | $117,983-81.4% | $101,794-78.4% | $142,382-84.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 18.70% | 36.92%-18.2pp | 30.53%-11.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $689 | $2,773-75.2% | $2,289-69.9% | $4,299-84.0% |
| Participant deferral / active EE | $1,461 | $4,714-69.0% | $4,084-64.2% | $6,507-77.5% |
| Admin fee / account holder | $243 | $10,433-97.7% | $8,777-97.2% | $12,624-98.1% |