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 | $28,927 | $71,050-59.3% | $93,606-69.1% | $80,856-64.2% |
| Participation rate | 32.7% | 60.4%-27.8pp | 68.7%-36.1pp | 67.6%-35.0pp |
| Annual return | 15.13% | 11.26%+3.9pp | 133.20%-118.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $636 | $1,564-59.3% | $2,420-73.7% | $2,755-76.9% |
| Participant deferral / active EE | $1,933 | $4,034-52.1% | $4,411-56.2% | $4,296-55.0% |
| Admin fee / account holder | $241 | $6,945-96.5% | $8,285-97.1% | $6,918-96.5% |