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 | $57,590-61.6% | $86,233-74.4% | $82,448-73.2% |
| Participation rate | 59.3% | 57.9%+1.4pp | 69.0%-9.8pp | 68.1%-8.8pp |
| Annual return | 21.34% | 22.41%-1.1pp | 61.39%-40.0pp | 41.64%-20.3pp |
| Employer contribution / active EE | $1,120 | $1,655-32.3% | $2,504-55.3% | $2,551-56.1% |
| Participant deferral / active EE | $2,279 | $3,080-26.0% | $4,559-50.0% | $4,139-44.9% |
| Admin fee / account holder | $286 | $4,730-93.9% | $8,342-96.6% | $7,234-96.0% |