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 | $17,954 | $51,576-65.2% | $129,207-86.1% | $80,856-77.8% |
| Participation rate | 57.4% | 57.0%+0.5pp | 69.6%-12.2pp | 67.6%-10.2pp |
| Annual return | 18.87% | 20.81%-1.9pp | 9417.33%-9398.5pp | 35.59%-16.7pp |
| Employer contribution / active EE | $687 | $1,584-56.6% | $4,153-83.4% | $2,755-75.0% |
| Participant deferral / active EE | $2,975 | $2,669+11.5% | $4,168-28.6% | $4,296-30.7% |
| Admin fee / account holder | $71 | $4,305-98.3% | $7,715-99.1% | $6,918-99.0% |