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 9-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 | $48,448 | $61,605-21.4% | $112,229-56.8% | $75,163-35.5% |
| Participation rate | 48.6% | 61.7%-13.0pp | 72.4%-23.8pp | 67.2%-18.5pp |
| Annual return | 19.05% | 28.47%-9.4pp | 30.20%-11.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $791 | $2,015-60.7% | $3,430-76.9% | $2,670-70.4% |
| Participant deferral / active EE | $2,832 | $3,108-8.9% | $4,798-41.0% | $4,125-31.3% |
| Admin fee / account holder | $21 | $4,862-99.6% | $7,748-99.7% | $5,651-99.6% |