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 | $39,899 | $71,050-43.8% | $93,606-57.4% | $80,856-50.7% |
| Participation rate | 58.1% | 60.4%-2.3pp | 68.7%-10.7pp | 67.6%-9.6pp |
| Annual return | 13.05% | 11.26%+1.8pp | 133.20%-120.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $992 | $1,564-36.6% | $2,420-59.0% | $2,755-64.0% |
| Participant deferral / active EE | $2,616 | $4,034-35.1% | $4,411-40.7% | $4,296-39.1% |
| Admin fee / account holder | $200 | $6,945-97.1% | $8,285-97.6% | $6,918-97.1% |