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 | $26,990 | $95,266-71.7% | $82,389-67.2% | $142,382-81.0% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 23.62% | 25.74%-2.1pp | 28.67%-5.0pp | 217.08%-193.5pp |
| Employer contribution / active EE | $765 | $2,991-74.4% | $2,517-69.6% | $4,299-82.2% |
| Participant deferral / active EE | $2,550 | $4,809-47.0% | $4,155-38.6% | $6,507-60.8% |
| Admin fee / account holder | $95 | $8,563-98.9% | $7,231-98.7% | $12,624-99.2% |