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 | $39,739 | $73,933-46.3% | $96,683-58.9% | $75,163-47.1% |
| Participation rate | 61.5% | 66.4%-4.9pp | 74.3%-12.8pp | 67.2%-5.7pp |
| Annual return | 19.16% | 26.70%-7.5pp | 35.69%-16.5pp | 160.62%-141.5pp |
| Employer contribution / active EE | $1,591 | $2,928-45.7% | $3,737-57.4% | $2,670-40.4% |
| Participant deferral / active EE | $3,200 | $3,659-12.5% | $4,878-34.4% | $4,125-22.4% |
| Admin fee / account holder | $182 | $5,216-96.5% | $6,730-97.3% | $5,651-96.8% |