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 | $38,231 | $100,970-62.1% | $96,576-60.4% | $137,256-72.1% |
| Participation rate | 30.8% | 82.6%-51.8pp | 81.4%-50.7pp | 80.0%-49.2pp |
| Annual return | 18.92% | 38.16%-19.2pp | 38.47%-19.5pp | 220.34%-201.4pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,919 | $8,286-64.8% | $7,956-63.3% | $6,407-54.4% |
| Admin fee / account holder | $136 | $11,312-98.8% | $11,381-98.8% | $12,270-98.9% |