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 | $20,244 | $110,257-81.6% | $96,544-79.0% | $139,434-85.5% |
| Participation rate | 64.3% | 78.1%-13.8pp | 76.0%-11.7pp | 80.3%-16.0pp |
| Annual return | 16.88% | 26.32%-9.4pp | 25.84%-9.0pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,609 | $3,620-55.6% | $2,965-45.7% | $4,751-66.1% |
| Participant deferral / active EE | $1,953 | $5,548-64.8% | $4,851-59.7% | $6,710-70.9% |
| Admin fee / account holder | $290 | $11,591-97.5% | $8,252-96.5% | $11,403-97.5% |