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 | $23,032 | $124,281-81.5% | $109,143-78.9% | $167,490-86.2% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 15.38% | 26.04%-10.7pp | 25.75%-10.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $1,902 | $4,207-54.8% | $3,722-48.9% | $4,837-60.7% |
| Participant deferral / active EE | $2,726 | $5,255-48.1% | $4,653-41.4% | $6,341-57.0% |
| Admin fee / account holder | $2 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |