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 | $41,335 | $58,512-29.4% | $84,015-50.8% | $72,985-43.4% |
| Participation rate | 48.5% | 61.2%-12.7pp | 69.0%-20.5pp | 69.5%-21.0pp |
| Annual return | 19.69% | 28.93%-9.2pp | 71.31%-51.6pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,084 | $1,163-6.8% | $1,983-45.4% | $2,440-55.6% |
| Participant deferral / active EE | $1,522 | $2,394-36.4% | $3,239-53.0% | $3,607-57.8% |
| Admin fee / account holder | $234 | $4,569-94.9% | $6,101-96.2% | $5,124-95.4% |