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 5-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 | $32,469 | $81,446-60.1% | $103,374-68.6% | $80,874-59.9% |
| Participation rate | 29.6% | 66.9%-37.2pp | 74.5%-44.9pp | 67.6%-38.0pp |
| Annual return | 15.36% | 25.57%-10.2pp | 24.89%-9.5pp | 35.62%-20.3pp |
| Employer contribution / active EE | $1,955 | $3,107-37.1% | $3,869-49.5% | $2,756-29.1% |
| Participant deferral / active EE | $2,366 | $3,870-38.9% | $5,058-53.2% | $4,297-44.9% |
| Admin fee / account holder | $119 | $6,715-98.2% | $8,394-98.6% | $6,935-98.3% |