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 | $19,586 | $74,888-73.8% | $71,209-72.5% | $142,382-86.2% |
| Participation rate | 58.8% | 76.2%-17.4pp | 73.8%-14.9pp | 80.1%-21.3pp |
| Annual return | 16.96% | 345.14%-328.2pp | 282.51%-265.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $837 | $2,854-70.7% | $2,721-69.2% | $4,299-80.5% |
| Participant deferral / active EE | $1,321 | $4,454-70.4% | $4,175-68.4% | $6,507-79.7% |
| Admin fee / account holder | $181 | $5,568-96.7% | $5,349-96.6% | $12,624-98.6% |