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 | $28,175 | $73,787-61.8% | $98,716-71.5% | $82,448-65.8% |
| Participation rate | 51.1% | 61.4%-10.3pp | 69.3%-18.2pp | 68.1%-17.0pp |
| Annual return | 20.62% | 18.57%+2.1pp | 31.81%-11.2pp | 41.64%-21.0pp |
| Employer contribution / active EE | $919 | $1,511-39.2% | $2,279-59.7% | $2,551-64.0% |
| Participant deferral / active EE | $1,365 | $3,081-55.7% | $4,048-66.3% | $4,139-67.0% |
| Admin fee / account holder | $138 | $6,500-97.9% | $8,703-98.4% | $7,234-98.1% |