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 | $46,061 | $81,248-43.3% | $155,509-70.4% | $80,856-43.0% |
| Participation rate | 61.0% | 66.2%-5.3pp | 78.2%-17.2pp | 67.6%-6.7pp |
| Annual return | 15.62% | 33.31%-17.7pp | 64.67%-49.1pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,344 | $3,100-56.7% | $4,672-71.2% | $2,755-51.2% |
| Participant deferral / active EE | $4,239 | $3,452+22.8% | $5,626-24.7% | $4,296-1.3% |
| Admin fee / account holder | $243 | $7,997-97.0% | $15,912-98.5% | $6,918-96.5% |