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 7-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 | $40,751 | $181,894-77.6% | $156,549-74.0% | $273,961-85.1% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 4.73% | 30.74%-26.0pp | 32.23%-27.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $2,201 | $6,248-64.8% | $5,501-60.0% | $4,869-54.8% |
| Participant deferral / active EE | $3,239 | $5,550-41.6% | $4,871-33.5% | $5,287-38.7% |
| Admin fee / account holder | $80 | $15,559-99.5% | $13,027-99.4% | $10,132-99.2% |