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 | $28,141 | $81,248-65.4% | $155,509-81.9% | $80,856-65.2% |
| Participation rate | 56.7% | 66.2%-9.6pp | 78.2%-21.5pp | 67.6%-11.0pp |
| Annual return | 14.47% | 33.31%-18.8pp | 64.67%-50.2pp | 35.59%-21.1pp |
| Employer contribution / active EE | $840 | $3,100-72.9% | $4,672-82.0% | $2,755-69.5% |
| Participant deferral / active EE | $3,540 | $3,452+2.6% | $5,626-37.1% | $4,296-17.6% |
| Admin fee / account holder | $186 | $7,997-97.7% | $15,912-98.8% | $6,918-97.3% |