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 5-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 | $34,881 | $106,749-67.3% | $145,433-76.0% | $82,448-57.7% |
| Participation rate | 56.4% | 75.6%-19.2pp | 82.1%-25.7pp | 68.1%-11.7pp |
| Annual return | 17.48% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $2,031 | $3,444-41.0% | $4,554-55.4% | $2,551-20.4% |
| Participant deferral / active EE | $4,145 | $6,519-36.4% | $7,897-47.5% | $4,139+0.1% |
| Admin fee / account holder | $178 | $8,390-97.9% | $13,129-98.6% | $7,234-97.5% |