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 | $20,826 | $81,248-74.4% | $155,509-86.6% | $80,856-74.2% |
| Participation rate | 38.7% | 66.2%-27.5pp | 78.2%-39.5pp | 67.6%-28.9pp |
| Annual return | 15.37% | 33.31%-17.9pp | 64.67%-49.3pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,226 | $3,100-60.4% | $4,672-73.8% | $2,755-55.5% |
| Participant deferral / active EE | $2,462 | $3,452-28.7% | $5,626-56.2% | $4,296-42.7% |
| Admin fee / account holder | $101 | $7,997-98.7% | $15,912-99.4% | $6,918-98.5% |