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 | $30,890 | $73,787-58.1% | $98,716-68.7% | $82,448-62.5% |
| Participation rate | 69.4% | 61.4%+8.0pp | 69.3%+0.2pp | 68.1%+1.4pp |
| Annual return | 20.49% | 18.57%+1.9pp | 31.81%-11.3pp | 41.64%-21.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,861 | $3,081+57.7% | $4,048+20.1% | $4,139+17.4% |
| Admin fee / account holder | $69 | $6,500-98.9% | $8,703-99.2% | $7,234-99.0% |