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 | $28,107 | $50,972-44.9% | $88,538-68.3% | $72,985-61.5% |
| Participation rate | 65.4% | 63.4%+2.0pp | 68.7%-3.4pp | 69.5%-4.1pp |
| Annual return | 22.60% | 29.62%-7.0pp | 43.64%-21.0pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,710 | $1,475+15.9% | $2,098-18.5% | $2,440-29.9% |
| Participant deferral / active EE | $3,755 | $2,230+68.4% | $2,914+28.8% | $3,607+4.1% |
| Admin fee / account holder | $254 | $3,230-92.1% | $4,310-94.1% | $5,124-95.0% |