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 | $36,875 | $80,717-54.3% | $154,803-76.2% | $84,808-56.5% |
| Participation rate | 40.0% | 66.8%-26.8pp | 78.1%-38.1pp | 68.3%-28.3pp |
| Annual return | 21.59% | 37.96%-16.4pp | 58.88%-37.3pp | 40.90%-19.3pp |
| Employer contribution / active EE | $876 | $2,761-68.3% | $4,305-79.7% | $2,631-66.7% |
| Participant deferral / active EE | $2,785 | $3,303-15.7% | $5,540-49.7% | $4,212-33.9% |
| Admin fee / account holder | $272 | $6,746-96.0% | $14,329-98.1% | $7,344-96.3% |