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 | $123,445 | $127,065-2.8% | $113,168+9.1% | $142,382-13.3% |
| Participation rate | 42.9% | 79.2%-36.3pp | 76.6%-33.7pp | 80.1%-37.3pp |
| Annual return | 17.22% | 24.03%-6.8pp | 24.27%-7.0pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,307 | $3,442-62.0% | $2,975-56.1% | $4,299-69.6% |
| Participant deferral / active EE | $4,179 | $5,716-26.9% | $5,107-18.2% | $6,507-35.8% |
| Admin fee / account holder | $270 | $15,736-98.3% | $12,068-97.8% | $12,624-97.9% |