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 10-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 | $17,716 | $49,025-63.9% | $87,507-79.8% | $62,891-71.8% |
| Participation rate | 46.4% | 64.9%-18.5pp | 73.8%-27.4pp | 69.3%-22.9pp |
| Annual return | 14.30% | 10.02%+4.3pp | 12.21%+2.1pp | 20.14%-5.8pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,108 | $2,289+79.5% | $3,149+30.5% | $3,203+28.3% |
| Admin fee / account holder | $53 | $4,065-98.7% | $4,221-98.7% | $4,296-98.8% |