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 | $45,733 | $149,040-69.3% | $120,225-62.0% | $137,256-66.7% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 21.88% | 605.68%-583.8pp | 439.23%-417.3pp | 220.34%-198.5pp |
| Employer contribution / active EE | $408 | $4,350-90.6% | $3,475-88.3% | $4,156-90.2% |
| Participant deferral / active EE | $1,321 | $4,655-71.6% | $3,999-67.0% | $6,407-79.4% |
| Admin fee / account holder | $171 | $6,348-97.3% | $5,696-97.0% | $12,270-98.6% |