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 | $37,074 | $106,515-65.2% | $96,683-61.7% | $139,434-73.4% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 30.24% | 38.43%-8.2pp | 35.69%-5.5pp | 372.94%-342.7pp |
| Employer contribution / active EE | $876 | $4,103-78.6% | $3,737-76.6% | $4,751-81.6% |
| Participant deferral / active EE | $7,261 | $5,454+33.1% | $4,878+48.8% | $6,710+8.2% |
| Admin fee / account holder | $127 | $7,877-98.4% | $6,730-98.1% | $11,403-98.9% |