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 | $31,213 | $112,729-72.3% | $98,716-68.4% | $137,256-77.3% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 20.26% | 38.48%-18.2pp | 31.81%-11.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,866 | $2,725-31.5% | $2,279-18.1% | $4,156-55.1% |
| Participant deferral / active EE | $4,280 | $4,640-7.8% | $4,048+5.7% | $6,407-33.2% |
| Admin fee / account holder | $182 | $10,129-98.2% | $8,703-97.9% | $12,270-98.5% |