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 | $31,993 | $161,352-80.2% | $134,172-76.2% | $137,256-76.7% |
| Participation rate | 27.8% | 78.3%-50.5pp | 72.5%-44.7pp | 80.0%-52.2pp |
| Annual return | 26.80% | 28.72%-1.9pp | 25.30%+1.5pp | 220.34%-193.5pp |
| Employer contribution / active EE | $913 | $4,099-77.7% | $3,420-73.3% | $4,156-78.0% |
| Participant deferral / active EE | $2,311 | $5,552-58.4% | $4,690-50.7% | $6,407-63.9% |
| Admin fee / account holder | $30 | $15,028-99.8% | $12,016-99.8% | $12,270-99.8% |