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 3-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 | $82,978 | $117,983-29.7% | $101,794-18.5% | $142,382-41.7% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.2%-29.2pp | 80.1%-40.1pp |
| Annual return | 20.94% | 36.92%-16.0pp | 30.53%-9.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,000 | $2,773-63.9% | $2,289-56.3% | $4,299-76.7% |
| Participant deferral / active EE | $7,133 | $4,714+51.3% | $4,084+74.7% | $6,507+9.6% |
| Admin fee / account holder | $20 | $10,433-99.8% | $8,777-99.8% | $12,624-99.8% |