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 | $32,181 | $177,572-81.9% | $154,803-79.2% | $142,382-77.4% |
| Participation rate | 61.5% | 82.1%-20.5pp | 78.1%-16.5pp | 80.1%-18.6pp |
| Annual return | 23.45% | 65.07%-41.6pp | 58.88%-35.4pp | 217.08%-193.6pp |
| Employer contribution / active EE | $3,381 | $4,810-29.7% | $4,305-21.5% | $4,299-21.3% |
| Participant deferral / active EE | $6,487 | $6,272+3.4% | $5,540+17.1% | $6,507-0.3% |
| Admin fee / account holder | $264 | $16,786-98.4% | $14,329-98.2% | $12,624-97.9% |