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 3-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 | $60,264 | $95,453-36.9% | $112,040-46.2% | $82,448-26.9% |
| Participation rate | 20.0% | 72.8%-52.8pp | 76.5%-56.5pp | 68.1%-48.1pp |
| Annual return | 24.11% | 23.92%+0.2pp | 24.52%-0.4pp | 41.64%-17.5pp |
| Employer contribution / active EE | $1,108 | $2,318-52.2% | $2,954-62.5% | $2,551-56.6% |
| Participant deferral / active EE | $2,981 | $4,224-29.4% | $5,098-41.5% | $4,139-28.0% |
| Admin fee / account holder | $199 | $9,013-97.8% | $12,098-98.4% | $7,234-97.3% |