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 | $34,858 | $91,552-61.9% | $133,956-74.0% | $79,858-56.3% |
| Participation rate | 64.5% | 73.3%-8.8pp | 79.8%-15.3pp | 69.6%-5.1pp |
| Annual return | 19.66% | 61.85%-42.2pp | 45.09%-25.4pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,391 | $2,384-41.6% | $3,919-64.5% | $2,471-43.7% |
| Participant deferral / active EE | $3,059 | $3,733-18.1% | $5,048-39.4% | $3,740-18.2% |
| Admin fee / account holder | $297 | $6,321-95.3% | $8,927-96.7% | $5,306-94.4% |