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 | $11,842 | $81,248-85.4% | $155,509-92.4% | $80,856-85.4% |
| Participation rate | 29.8% | 66.2%-36.4pp | 78.2%-48.4pp | 67.6%-37.8pp |
| Annual return | 19.10% | 33.31%-14.2pp | 64.67%-45.6pp | 35.59%-16.5pp |
| Employer contribution / active EE | $711 | $3,100-77.1% | $4,672-84.8% | $2,755-74.2% |
| Participant deferral / active EE | $1,625 | $3,452-52.9% | $5,626-71.1% | $4,296-62.2% |
| Admin fee / account holder | $144 | $7,997-98.2% | $15,912-99.1% | $6,918-97.9% |