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 | $17,663 | $45,343-61.0% | $150,298-88.2% | $67,986-74.0% |
| Participation rate | 53.0% | 51.9%+1.2pp | 77.8%-24.7pp | 57.2%-4.2pp |
| Annual return | 22.72% | 33.28%-10.6pp | 62.79%-40.1pp | 31.67%-8.9pp |
| Employer contribution / active EE | $1,392 | $1,462-4.8% | $4,154-66.5% | $2,019-31.0% |
| Participant deferral / active EE | $1,737 | $2,055-15.5% | $5,453-68.2% | $3,358-48.3% |
| Admin fee / account holder | $296 | $2,250-86.8% | $14,116-97.9% | $3,203-90.8% |