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 | $29,310 | $76,407-61.6% | $150,298-80.5% | $82,448-64.5% |
| Participation rate | 19.4% | 66.4%-47.0pp | 77.8%-58.4pp | 68.1%-48.7pp |
| Annual return | 21.89% | 39.99%-18.1pp | 62.79%-40.9pp | 41.64%-19.8pp |
| Employer contribution / active EE | $426 | $2,614-83.7% | $4,154-89.7% | $2,551-83.3% |
| Participant deferral / active EE | $1,183 | $3,214-63.2% | $5,453-78.3% | $4,139-71.4% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |