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 | $65,469 | $95,803-31.7% | $113,168-42.1% | $84,808-22.8% |
| Participation rate | 42.3% | 72.9%-30.6pp | 76.6%-34.3pp | 68.3%-26.0pp |
| Annual return | 18.79% | 25.00%-6.2pp | 24.27%-5.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,449 | $2,360-38.6% | $2,975-51.3% | $2,631-44.9% |
| Participant deferral / active EE | $4,079 | $4,242-3.8% | $5,107-20.1% | $4,212-3.1% |
| Admin fee / account holder | $0 | $8,989-100.0% | $12,068-100.0% | $7,344-100.0% |