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 | $14,105 | $81,248-82.6% | $155,509-90.9% | $80,856-82.6% |
| Participation rate | 62.1% | 66.2%-4.2pp | 78.2%-16.1pp | 67.6%-5.6pp |
| Annual return | 19.22% | 33.31%-14.1pp | 64.67%-45.4pp | 35.59%-16.4pp |
| Employer contribution / active EE | $1,317 | $3,100-57.5% | $4,672-71.8% | $2,755-52.2% |
| Participant deferral / active EE | $3,125 | $3,452-9.5% | $5,626-44.5% | $4,296-27.3% |
| Admin fee / account holder | $111 | $7,997-98.6% | $15,912-99.3% | $6,918-98.4% |