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 8-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 | $17,578 | $48,230-63.6% | $67,502-74.0% | $80,856-78.3% |
| Participation rate | 68.6% | 66.4%+2.2pp | 72.9%-4.3pp | 67.6%+0.9pp |
| Annual return | 11.48% | 18.28%-6.8pp | 3512.12%-3500.6pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,052 | $2,020-47.9% | $2,731-61.5% | $2,755-61.8% |
| Participant deferral / active EE | $2,303 | $2,924-21.2% | $4,000-42.4% | $4,296-46.4% |
| Admin fee / account holder | $282 | $3,681-92.3% | $3,998-92.9% | $6,918-95.9% |