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 | $60,915 | $81,248-25.0% | $155,509-60.8% | $80,856-24.7% |
| Participation rate | 56.0% | 66.2%-10.2pp | 78.2%-22.2pp | 67.6%-11.6pp |
| Annual return | 12.99% | 33.31%-20.3pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,081 | $3,100-65.1% | $4,672-76.9% | $2,755-60.8% |
| Participant deferral / active EE | $6,681 | $3,452+93.6% | $5,626+18.7% | $4,296+55.5% |
| Admin fee / account holder | $92 | $7,997-98.9% | $15,912-99.4% | $6,918-98.7% |