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 | $21,311 | $71,050-70.0% | $93,606-77.2% | $80,856-73.6% |
| Participation rate | 42.9% | 60.4%-17.6pp | 68.7%-25.9pp | 67.6%-24.8pp |
| Annual return | 13.53% | 11.26%+2.3pp | 133.20%-119.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $477 | $1,564-69.5% | $2,420-80.3% | $2,755-82.7% |
| Participant deferral / active EE | $1,235 | $4,034-69.4% | $4,411-72.0% | $4,296-71.2% |
| Admin fee / account holder | $263 | $6,945-96.2% | $8,285-96.8% | $6,918-96.2% |