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 | $15,916 | $81,248-80.4% | $155,509-89.8% | $80,856-80.3% |
| Participation rate | 27.7% | 66.2%-38.5pp | 78.2%-50.5pp | 67.6%-39.9pp |
| Annual return | 21.13% | 33.31%-12.2pp | 64.67%-43.5pp | 35.59%-14.5pp |
| Employer contribution / active EE | $620 | $3,100-80.0% | $4,672-86.7% | $2,755-77.5% |
| Participant deferral / active EE | $1,307 | $3,452-62.1% | $5,626-76.8% | $4,296-69.6% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |