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 | $40,651 | $95,803-57.6% | $113,168-64.1% | $84,808-52.1% |
| Participation rate | 68.8% | 72.9%-4.1pp | 76.6%-7.8pp | 68.3%+0.4pp |
| Annual return | 16.92% | 25.00%-8.1pp | 24.27%-7.3pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,514 | $2,360-35.9% | $2,975-49.1% | $2,631-42.5% |
| Participant deferral / active EE | $4,955 | $4,242+16.8% | $5,107-3.0% | $4,212+17.7% |
| Admin fee / account holder | $173 | $8,989-98.1% | $12,068-98.6% | $7,344-97.6% |