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 | $23,586 | $76,407-69.1% | $150,298-84.3% | $82,448-71.4% |
| Participation rate | 42.3% | 66.4%-24.1pp | 77.8%-35.5pp | 68.1%-25.8pp |
| Annual return | 18.80% | 39.99%-21.2pp | 62.79%-44.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $974 | $2,614-62.8% | $4,154-76.6% | $2,551-61.8% |
| Participant deferral / active EE | $1,107 | $3,214-65.6% | $5,453-79.7% | $4,139-73.3% |
| Admin fee / account holder | $121 | $6,352-98.1% | $14,116-99.1% | $7,234-98.3% |