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 | $18,969 | $57,057-66.8% | $85,009-77.7% | $80,874-76.5% |
| Participation rate | 69.4% | 56.4%+13.1pp | 67.5%+1.9pp | 67.6%+1.8pp |
| Annual return | 11.76% | 21.66%-9.9pp | 66.47%-54.7pp | 35.62%-23.9pp |
| Employer contribution / active EE | $1,615 | $1,799-10.2% | $2,728-40.8% | $2,756-41.4% |
| Participant deferral / active EE | $2,473 | $3,112-20.5% | $4,522-45.3% | $4,297-42.4% |
| Admin fee / account holder | $219 | $4,986-95.6% | $6,153-96.4% | $6,935-96.8% |