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 | $98,672 | $60,022+64.4% | $88,946+10.9% | $84,808+16.3% |
| Participation rate | 11.0% | 57.8%-46.9pp | 68.8%-57.9pp | 68.3%-57.4pp |
| Annual return | 16.92% | 22.43%-5.5pp | 57.82%-40.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $406 | $1,703-76.2% | $2,555-84.1% | $2,631-84.6% |
| Participant deferral / active EE | $1,416 | $3,114-54.5% | $4,581-69.1% | $4,212-66.4% |
| Admin fee / account holder | $125 | $4,811-97.4% | $8,261-98.5% | $7,344-98.3% |