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 7-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 | $64,456 | $72,277-10.8% | $101,248-36.3% | $79,858-19.3% |
| Participation rate | 53.6% | 68.5%-14.8pp | 75.8%-22.2pp | 69.6%-16.0pp |
| Annual return | 20.63% | 22.30%-1.7pp | 46.47%-25.8pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,121 | $2,692-58.3% | $3,660-69.4% | $2,471-54.6% |
| Participant deferral / active EE | $2,460 | $3,282-25.0% | $4,370-43.7% | $3,740-34.2% |
| Admin fee / account holder | $67 | $4,400-98.5% | $5,945-98.9% | $5,306-98.7% |