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 | $37,096 | $89,753-58.7% | $107,525-65.5% | $84,808-56.3% |
| Participation rate | 62.1% | 68.1%-6.0pp | 75.1%-13.0pp | 68.3%-6.2pp |
| Annual return | 20.86% | 29.48%-8.6pp | 181.32%-160.5pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,688 | $3,113-45.8% | $3,754-55.0% | $2,631-35.8% |
| Participant deferral / active EE | $4,461 | $4,056+10.0% | $5,116-12.8% | $4,212+5.9% |
| Admin fee / account holder | $223 | $7,222-96.9% | $8,919-97.5% | $7,344-97.0% |