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 | $7,004 | $76,407-90.8% | $150,298-95.3% | $82,448-91.5% |
| Participation rate | 60.7% | 66.4%-5.7pp | 77.8%-17.0pp | 68.1%-7.4pp |
| Annual return | 26.51% | 39.99%-13.5pp | 62.79%-36.3pp | 41.64%-15.1pp |
| Employer contribution / active EE | $832 | $2,614-68.2% | $4,154-80.0% | $2,551-67.4% |
| Participant deferral / active EE | $1,094 | $3,214-66.0% | $5,453-79.9% | $4,139-73.6% |
| Admin fee / account holder | $166 | $6,352-97.4% | $14,116-98.8% | $7,234-97.7% |