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 | $14,913 | $76,407-80.5% | $150,298-90.1% | $82,448-81.9% |
| Participation rate | 61.3% | 66.4%-5.1pp | 77.8%-16.5pp | 68.1%-6.8pp |
| Annual return | 18.21% | 39.99%-21.8pp | 62.79%-44.6pp | 41.64%-23.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,379 | $3,214-26.0% | $5,453-56.4% | $4,139-42.5% |
| Admin fee / account holder | $42 | $6,352-99.3% | $14,116-99.7% | $7,234-99.4% |