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 8-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 | $50,074 | $95,266-47.4% | $82,389-39.2% | $142,382-64.8% |
| Participation rate | 30.4% | 74.5%-44.0pp | 69.5%-39.1pp | 80.1%-49.7pp |
| Annual return | 20.44% | 25.74%-5.3pp | 28.67%-8.2pp | 217.08%-196.6pp |
| Employer contribution / active EE | $708 | $2,991-76.3% | $2,517-71.9% | $4,299-83.5% |
| Participant deferral / active EE | $1,355 | $4,809-71.8% | $4,155-67.4% | $6,507-79.2% |
| Admin fee / account holder | $194 | $8,563-97.7% | $7,231-97.3% | $12,624-98.5% |