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 5-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 | $30,943 | $76,407-59.5% | $150,298-79.4% | $82,448-62.5% |
| Participation rate | 50.0% | 66.4%-16.4pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 18.63% | 39.99%-21.4pp | 62.79%-44.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,305 | $2,614-50.1% | $4,154-68.6% | $2,551-48.8% |
| Participant deferral / active EE | $3,544 | $3,214+10.3% | $5,453-35.0% | $4,139-14.4% |
| Admin fee / account holder | $8 | $6,352-99.9% | $14,116-99.9% | $7,234-99.9% |