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 | $45,884 | $127,065-63.9% | $113,168-59.5% | $142,382-67.8% |
| Participation rate | 30.8% | 79.2%-48.4pp | 76.6%-45.8pp | 80.1%-49.4pp |
| Annual return | 21.31% | 24.03%-2.7pp | 24.27%-3.0pp | 217.08%-195.8pp |
| Employer contribution / active EE | $901 | $3,442-73.8% | $2,975-69.7% | $4,299-79.0% |
| Participant deferral / active EE | $1,868 | $5,716-67.3% | $5,107-63.4% | $6,507-71.3% |
| Admin fee / account holder | $20 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |