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 3-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 | $48,120 | $76,407-37.0% | $150,298-68.0% | $82,448-41.6% |
| Participation rate | 29.1% | 66.4%-37.3pp | 77.8%-48.7pp | 68.1%-39.0pp |
| Annual return | 23.06% | 39.99%-16.9pp | 62.79%-39.7pp | 41.64%-18.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,028 | $3,214+25.3% | $5,453-26.1% | $4,139-2.7% |
| Admin fee / account holder | $29 | $6,352-99.5% | $14,116-99.8% | $7,234-99.6% |