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 3-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 | $47,916 | $109,413-56.2% | $156,263-69.3% | $84,808-43.5% |
| Participation rate | 53.3% | 72.7%-19.4pp | 78.9%-25.6pp | 68.3%-15.0pp |
| Annual return | 20.56% | 20.18%+0.4pp | 59.47%-38.9pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,254 | $2,907-56.9% | $4,333-71.1% | $2,631-52.3% |
| Participant deferral / active EE | $3,421 | $4,590-25.5% | $6,158-44.4% | $4,212-18.8% |
| Admin fee / account holder | $217 | $9,357-97.7% | $14,255-98.5% | $7,344-97.0% |