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 | $48,196 | $76,407-36.9% | $150,298-67.9% | $82,448-41.5% |
| Participation rate | 17.6% | 66.4%-48.8pp | 77.8%-60.1pp | 68.1%-50.4pp |
| Annual return | 24.64% | 39.99%-15.4pp | 62.79%-38.1pp | 41.64%-17.0pp |
| Employer contribution / active EE | $360 | $2,614-86.2% | $4,154-91.3% | $2,551-85.9% |
| Participant deferral / active EE | $2,025 | $3,214-37.0% | $5,453-62.9% | $4,139-51.1% |
| Admin fee / account holder | $65 | $6,352-99.0% | $14,116-99.5% | $7,234-99.1% |