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 | $30,750 | $111,814-72.5% | $103,374-70.3% | $145,959-78.9% |
| Participation rate | 30.8% | 77.9%-47.2pp | 74.5%-43.7pp | 80.3%-49.5pp |
| Annual return | 14.54% | 24.77%-10.2pp | 24.89%-10.3pp | 561.95%-547.4pp |
| Employer contribution / active EE | $1,154 | $4,214-72.6% | $3,869-70.2% | $4,661-75.2% |
| Participant deferral / active EE | $2,220 | $5,618-60.5% | $5,058-56.1% | $6,689-66.8% |
| Admin fee / account holder | $75 | $9,754-99.2% | $8,394-99.1% | $13,398-99.4% |