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 | $28,033 | $59,839-53.2% | $81,983-65.8% | $79,858-64.9% |
| Participation rate | 32.4% | 61.6%-29.3pp | 69.2%-36.9pp | 69.6%-37.3pp |
| Annual return | 22.70% | 17.56%+5.1pp | 41.31%-18.6pp | 31.71%-9.0pp |
| Employer contribution / active EE | $1,189 | $1,713-30.6% | $2,498-52.4% | $2,471-51.9% |
| Participant deferral / active EE | $2,103 | $2,695-22.0% | $3,722-43.5% | $3,740-43.8% |
| Admin fee / account holder | $91 | $4,287-97.9% | $5,664-98.4% | $5,306-98.3% |