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 7-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 | $37,589 | $97,125-61.3% | $86,233-56.4% | $137,256-72.6% |
| Participation rate | 53.3% | 74.2%-20.9pp | 69.0%-15.7pp | 80.0%-26.6pp |
| Annual return | 20.47% | 74.19%-53.7pp | 61.39%-40.9pp | 220.34%-199.9pp |
| Employer contribution / active EE | $485 | $2,841-82.9% | $2,504-80.6% | $4,156-88.3% |
| Participant deferral / active EE | $1,942 | $5,180-62.5% | $4,559-57.4% | $6,407-69.7% |
| Admin fee / account holder | $145 | $9,725-98.5% | $8,342-98.3% | $12,270-98.8% |