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 | $95,803-37.1% | $113,168-46.7% | $84,808-28.9% |
| Participation rate | 20.0% | 72.9%-52.9pp | 76.6%-56.6pp | 68.3%-48.3pp |
| Annual return | 24.11% | 25.00%-0.9pp | 24.27%-0.2pp | 40.90%-16.8pp |
| Employer contribution / active EE | $1,108 | $2,360-53.1% | $2,975-62.8% | $2,631-57.9% |
| Participant deferral / active EE | $2,981 | $4,242-29.7% | $5,107-41.6% | $4,212-29.2% |
| Admin fee / account holder | $199 | $8,989-97.8% | $12,068-98.4% | $7,344-97.3% |