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 | $20,542 | $58,512-64.9% | $84,015-75.5% | $72,985-71.9% |
| Participation rate | 60.7% | 61.2%-0.5pp | 69.0%-8.3pp | 69.5%-8.8pp |
| Annual return | 26.72% | 28.93%-2.2pp | 71.31%-44.6pp | 81.00%-54.3pp |
| Employer contribution / active EE | $1,734 | $1,163+49.1% | $1,983-12.6% | $2,440-28.9% |
| Participant deferral / active EE | $3,053 | $2,394+27.5% | $3,239-5.7% | $3,607-15.4% |
| Admin fee / account holder | $76 | $4,569-98.3% | $6,101-98.8% | $5,124-98.5% |