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 | $33,228 | $86,929-61.8% | $102,423-67.6% | $80,856-58.9% |
| Participation rate | 59.3% | 72.4%-13.1pp | 76.5%-17.2pp | 67.6%-8.4pp |
| Annual return | 12.66% | 18.88%-6.2pp | 29.32%-16.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,965 | $2,369-17.1% | $3,023-35.0% | $2,755-28.7% |
| Participant deferral / active EE | $3,033 | $4,118-26.4% | $5,053-40.0% | $4,296-29.4% |
| Admin fee / account holder | $79 | $8,049-99.0% | $9,451-99.2% | $6,918-98.9% |