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 7-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 | $48,094 | $111,814-57.0% | $103,374-53.5% | $145,959-67.0% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.7pp |
| Annual return | 27.23% | 24.77%+2.5pp | 24.89%+2.3pp | 561.95%-534.7pp |
| Employer contribution / active EE | $1,769 | $4,214-58.0% | $3,869-54.3% | $4,661-62.0% |
| Participant deferral / active EE | $3,790 | $5,618-32.5% | $5,058-25.1% | $6,689-43.3% |
| Admin fee / account holder | $35 | $9,754-99.6% | $8,394-99.6% | $13,398-99.7% |