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 | $26,739 | $106,515-74.9% | $96,683-72.3% | $139,434-80.8% |
| Participation rate | 64.7% | 77.8%-13.1pp | 74.3%-9.6pp | 80.3%-15.6pp |
| Annual return | 24.24% | 38.43%-14.2pp | 35.69%-11.5pp | 372.94%-348.7pp |
| Employer contribution / active EE | $1,204 | $4,103-70.7% | $3,737-67.8% | $4,751-74.7% |
| Participant deferral / active EE | $4,254 | $5,454-22.0% | $4,878-12.8% | $6,710-36.6% |
| Admin fee / account holder | $92 | $7,877-98.8% | $6,730-98.6% | $11,403-99.2% |