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 | $133,974 | $107,452+24.7% | $91,541+46.4% | $142,382-5.9% |
| Participation rate | 11.1% | 75.1%-64.0pp | 69.8%-58.7pp | 80.1%-69.0pp |
| Annual return | 20.79% | 22.06%-1.3pp | 20.50%+0.3pp | 217.08%-196.3pp |
| Employer contribution / active EE | $491 | $2,994-83.6% | $2,505-80.4% | $4,299-88.6% |
| Participant deferral / active EE | $2,611 | $4,754-45.1% | $4,008-34.8% | $6,507-59.9% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |