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 | $22,089 | $60,022-63.2% | $88,946-75.2% | $84,808-74.0% |
| Participation rate | 59.3% | 57.8%+1.4pp | 68.8%-9.6pp | 68.3%-9.1pp |
| Annual return | 21.34% | 22.43%-1.1pp | 57.82%-36.5pp | 40.90%-19.6pp |
| Employer contribution / active EE | $1,120 | $1,703-34.2% | $2,555-56.2% | $2,631-57.4% |
| Participant deferral / active EE | $2,279 | $3,114-26.8% | $4,581-50.3% | $4,212-45.9% |
| Admin fee / account holder | $286 | $4,811-94.0% | $8,261-96.5% | $7,344-96.1% |