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 | $26,057 | $107,452-75.8% | $91,541-71.5% | $142,382-81.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 23.11% | 22.06%+1.1pp | 20.50%+2.6pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,750 | $2,994-41.6% | $2,505-30.1% | $4,299-59.3% |
| Participant deferral / active EE | $1,864 | $4,754-60.8% | $4,008-53.5% | $6,507-71.4% |
| Admin fee / account holder | $51 | $8,834-99.4% | $6,956-99.3% | $12,624-99.6% |