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 | $37,446 | $95,266-60.7% | $82,389-54.6% | $142,382-73.7% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.5%-36.2pp | 80.1%-46.8pp |
| Annual return | 17.51% | 25.74%-8.2pp | 28.67%-11.2pp | 217.08%-199.6pp |
| Employer contribution / active EE | $916 | $2,991-69.4% | $2,517-63.6% | $4,299-78.7% |
| Participant deferral / active EE | $3,198 | $4,809-33.5% | $4,155-23.0% | $6,507-50.9% |
| Admin fee / account holder | $9 | $8,563-99.9% | $7,231-99.9% | $12,624-99.9% |