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 6-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 | $43,938 | $93,571-53.0% | $135,903-67.7% | $75,163-41.5% |
| Participation rate | 57.1% | 75.2%-18.0pp | 81.9%-24.8pp | 67.2%-10.0pp |
| Annual return | 20.34% | 30.90%-10.6pp | 68.23%-47.9pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,479 | $3,537-58.2% | $4,856-69.5% | $2,670-44.6% |
| Participant deferral / active EE | $2,525 | $6,404-60.6% | $7,758-67.5% | $4,125-38.8% |
| Admin fee / account holder | $20 | $6,975-99.7% | $10,762-99.8% | $5,651-99.6% |