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 | $58,732 | $71,050-17.3% | $93,606-37.3% | $80,856-27.4% |
| Participation rate | 40.5% | 60.4%-19.9pp | 68.7%-28.2pp | 67.6%-27.1pp |
| Annual return | 13.11% | 11.26%+1.8pp | 133.20%-120.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,488 | $1,564-4.8% | $2,420-38.5% | $2,755-46.0% |
| Participant deferral / active EE | $2,800 | $4,034-30.6% | $4,411-36.5% | $4,296-34.8% |
| Admin fee / account holder | $244 | $6,945-96.5% | $8,285-97.1% | $6,918-96.5% |