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 | $55,370 | $107,452-48.5% | $91,541-39.5% | $142,382-61.1% |
| Participation rate | 25.0% | 75.1%-50.1pp | 69.8%-44.8pp | 80.1%-55.1pp |
| Annual return | 20.92% | 22.06%-1.1pp | 20.50%+0.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $263 | $2,994-91.2% | $2,505-89.5% | $4,299-93.9% |
| Participant deferral / active EE | $2,565 | $4,754-46.0% | $4,008-36.0% | $6,507-60.6% |
| Admin fee / account holder | $212 | $8,834-97.6% | $6,956-97.0% | $12,624-98.3% |