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 | $66,522 | $95,266-30.2% | $82,389-19.3% | $142,382-53.3% |
| Participation rate | 37.5% | 74.5%-37.0pp | 69.5%-32.0pp | 80.1%-42.6pp |
| Annual return | 17.29% | 25.74%-8.4pp | 28.67%-11.4pp | 217.08%-199.8pp |
| Employer contribution / active EE | $631 | $2,991-78.9% | $2,517-74.9% | $4,299-85.3% |
| Participant deferral / active EE | $1,876 | $4,809-61.0% | $4,155-54.9% | $6,507-71.2% |
| Admin fee / account holder | $258 | $8,563-97.0% | $7,231-96.4% | $12,624-98.0% |