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 | $61,354 | $60,892+0.8% | $82,389-25.5% | $84,808-27.7% |
| Participation rate | 11.9% | 63.3%-51.4pp | 69.5%-57.6pp | 68.3%-56.4pp |
| Annual return | 21.53% | 37.29%-15.8pp | 28.67%-7.1pp | 40.90%-19.4pp |
| Employer contribution / active EE | $726 | $1,779-59.2% | $2,517-71.1% | $2,631-72.4% |
| Participant deferral / active EE | $1,324 | $3,179-58.3% | $4,155-68.1% | $4,212-68.6% |
| Admin fee / account holder | $32 | $5,467-99.4% | $7,231-99.6% | $7,344-99.6% |