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 | $67,442 | $111,754-39.7% | $103,333-34.7% | $145,922-53.8% |
| Participation rate | 55.0% | 77.9%-22.9pp | 74.5%-19.5pp | 80.3%-25.3pp |
| Annual return | 25.21% | 24.77%+0.4pp | 24.88%+0.3pp | 561.29%-536.1pp |
| Employer contribution / active EE | $873 | $4,212-79.3% | $3,868-77.4% | $4,660-81.3% |
| Participant deferral / active EE | $5,093 | $5,619-9.3% | $5,057+0.7% | $6,688-23.8% |
| Admin fee / account holder | $85 | $9,750-99.1% | $8,355-99.0% | $13,397-99.4% |