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 | $73,921 | $87,166-15.2% | $76,735-3.7% | $137,256-46.1% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.5%-29.5pp | 80.0%-40.0pp |
| Annual return | 15.79% | 26.50%-10.7pp | 29.77%-14.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,557 | $2,904-11.9% | $2,454+4.2% | $4,156-38.5% |
| Participant deferral / active EE | $3,197 | $4,726-32.4% | $4,088-21.8% | $6,407-50.1% |
| Admin fee / account holder | $278 | $8,403-96.7% | $7,189-96.1% | $12,270-97.7% |