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 6-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 | $21,995 | $72,012-69.5% | $185,823-88.2% | $79,858-72.5% |
| Participation rate | 51.2% | 65.8%-14.6pp | 78.0%-26.9pp | 69.6%-18.5pp |
| Annual return | 20.77% | 23.12%-2.3pp | 35.95%-15.2pp | 31.71%-10.9pp |
| Employer contribution / active EE | $410 | $1,965-79.1% | $4,087-90.0% | $2,471-83.4% |
| Participant deferral / active EE | $1,366 | $3,779-63.8% | $5,632-75.7% | $3,740-63.5% |
| Admin fee / account holder | $88 | $4,513-98.1% | $9,500-99.1% | $5,306-98.3% |