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 | $32,705 | $57,016-42.6% | $84,966-61.5% | $80,856-59.6% |
| Participation rate | 49.4% | 56.3%-7.0pp | 67.5%-18.1pp | 67.6%-18.2pp |
| Annual return | 24.52% | 21.66%+2.9pp | 66.38%-41.9pp | 35.59%-11.1pp |
| Employer contribution / active EE | $2,399 | $1,798+33.4% | $2,727-12.0% | $2,755-12.9% |
| Participant deferral / active EE | $4,974 | $3,110+60.0% | $4,519+10.1% | $4,296+15.8% |
| Admin fee / account holder | $13 | $4,980-99.7% | $6,149-99.8% | $6,918-99.8% |