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 | $11,564 | $80,717-85.7% | $154,803-92.5% | $84,808-86.4% |
| Participation rate | 50.0% | 66.8%-16.8pp | 78.1%-28.1pp | 68.3%-18.3pp |
| Annual return | 25.96% | 37.96%-12.0pp | 58.88%-32.9pp | 40.90%-14.9pp |
| Employer contribution / active EE | $819 | $2,761-70.3% | $4,305-81.0% | $2,631-68.9% |
| Participant deferral / active EE | $2,089 | $3,303-36.8% | $5,540-62.3% | $4,212-50.4% |
| Admin fee / account holder | $56 | $6,746-99.2% | $14,329-99.6% | $7,344-99.2% |