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 | $36,759 | $69,207-46.9% | $64,056-42.6% | $139,434-73.6% |
| Participation rate | 26.7% | 75.6%-48.9pp | 72.3%-45.6pp | 80.3%-53.7pp |
| Annual return | 26.18% | 45.88%-19.7pp | 33.69%-7.5pp | 372.94%-346.8pp |
| Employer contribution / active EE | $583 | $3,182-81.7% | $2,747-78.8% | $4,751-87.7% |
| Participant deferral / active EE | $4,220 | $4,682-9.9% | $3,880+8.8% | $6,710-37.1% |
| Admin fee / account holder | $108 | $4,244-97.5% | $3,068-96.5% | $11,403-99.1% |