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 | $83,631 | $81,460+2.7% | $103,333-19.1% | $80,856+3.4% |
| Participation rate | 53.8% | 66.8%-13.0pp | 74.5%-20.7pp | 67.6%-13.8pp |
| Annual return | 12.36% | 25.55%-13.2pp | 24.88%-12.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,834 | $3,105-40.9% | $3,868-52.6% | $2,755-33.4% |
| Participant deferral / active EE | $3,272 | $3,869-15.4% | $5,057-35.3% | $4,296-23.8% |
| Admin fee / account holder | $15 | $6,566-99.8% | $8,355-99.8% | $6,918-99.8% |