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 7-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 | $20,656 | $140,940-85.3% | $112,229-81.6% | $139,434-85.2% |
| Participation rate | 23.1% | 79.2%-56.1pp | 72.4%-49.4pp | 80.3%-57.2pp |
| Annual return | 19.93% | 32.71%-12.8pp | 30.20%-10.3pp | 372.94%-353.0pp |
| Employer contribution / active EE | $881 | $4,283-79.4% | $3,430-74.3% | $4,751-81.4% |
| Participant deferral / active EE | $1,819 | $5,874-69.0% | $4,798-62.1% | $6,710-72.9% |
| Admin fee / account holder | $162 | $9,954-98.4% | $7,748-97.9% | $11,403-98.6% |