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 4-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 | $28,738 | $110,261-73.9% | $95,745-70.0% | $139,434-79.4% |
| Participation rate | 33.3% | 75.8%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 25.48% | 27.11%-1.6pp | 28.35%-2.9pp | 372.94%-347.5pp |
| Employer contribution / active EE | $663 | $3,257-79.7% | $2,835-76.6% | $4,751-86.1% |
| Participant deferral / active EE | $5,048 | $4,676+8.0% | $4,245+18.9% | $6,710-24.8% |
| Admin fee / account holder | $129 | $6,613-98.1% | $5,678-97.7% | $11,403-98.9% |