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 | $22,610 | $58,627-61.4% | $76,735-70.5% | $82,448-72.6% |
| Participation rate | 35.2% | 63.2%-28.0pp | 69.5%-34.3pp | 68.1%-32.9pp |
| Annual return | 21.54% | 39.10%-17.6pp | 29.77%-8.2pp | 41.64%-20.1pp |
| Employer contribution / active EE | $697 | $1,729-59.7% | $2,454-71.6% | $2,551-72.7% |
| Participant deferral / active EE | $1,431 | $3,134-54.3% | $4,088-65.0% | $4,139-65.4% |
| Admin fee / account holder | $73 | $5,323-98.6% | $7,189-99.0% | $7,234-99.0% |