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 | $14,307 | $81,248-82.4% | $155,509-90.8% | $80,856-82.3% |
| Participation rate | 21.1% | 66.2%-45.2pp | 78.2%-57.1pp | 67.6%-46.6pp |
| Annual return | 17.47% | 33.31%-15.8pp | 64.67%-47.2pp | 35.59%-18.1pp |
| Employer contribution / active EE | $740 | $3,100-76.1% | $4,672-84.2% | $2,755-73.1% |
| Participant deferral / active EE | $1,780 | $3,452-48.4% | $5,626-68.4% | $4,296-58.6% |
| Admin fee / account holder | $83 | $7,997-99.0% | $15,912-99.5% | $6,918-98.8% |