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 | $91,823 | $177,572-48.3% | $154,803-40.7% | $142,382-35.5% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.1%-44.7pp | 80.1%-46.8pp |
| Annual return | 16.63% | 65.07%-48.4pp | 58.88%-42.3pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,144 | $4,810-76.2% | $4,305-73.4% | $4,299-73.4% |
| Participant deferral / active EE | $4,414 | $6,272-29.6% | $5,540-20.3% | $6,507-32.2% |
| Admin fee / account holder | $80 | $16,786-99.5% | $14,329-99.4% | $12,624-99.4% |