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 | $16,372 | $58,208-71.9% | $81,812-80.0% | $80,856-79.8% |
| Participation rate | 58.3% | 63.4%-5.1pp | 72.3%-14.0pp | 67.6%-9.3pp |
| Annual return | 16.49% | 41.66%-25.2pp | 773.79%-757.3pp | 35.59%-19.1pp |
| Employer contribution / active EE | $341 | $2,340-85.4% | $2,912-88.3% | $2,755-87.6% |
| Participant deferral / active EE | $2,530 | $3,281-22.9% | $4,319-41.4% | $4,296-41.1% |
| Admin fee / account holder | $8 | $4,981-99.8% | $7,386-99.9% | $6,918-99.9% |