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 | $87,166-57.0% | $76,735-51.2% | $137,256-72.7% |
| Participation rate | 33.3% | 74.4%-41.0pp | 69.5%-36.2pp | 80.0%-46.6pp |
| Annual return | 17.51% | 26.50%-9.0pp | 29.77%-12.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $916 | $2,904-68.5% | $2,454-62.7% | $4,156-78.0% |
| Participant deferral / active EE | $3,198 | $4,726-32.3% | $4,088-21.8% | $6,407-50.1% |
| Admin fee / account holder | $9 | $8,403-99.9% | $7,189-99.9% | $12,270-99.9% |