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 | $32,052 | $85,766-62.6% | $136,294-76.5% | $70,131-54.3% |
| Participation rate | 64.7% | 74.2%-9.4pp | 81.9%-17.2pp | 69.5%-4.8pp |
| Annual return | 21.37% | 31.45%-10.1pp | 5155.94%-5134.6pp | 73.14%-51.8pp |
| Employer contribution / active EE | $2,280 | $2,966-23.1% | $4,695-51.5% | $2,342-2.7% |
| Participant deferral / active EE | $4,872 | $5,051-3.5% | $6,247-22.0% | $3,332+46.2% |
| Admin fee / account holder | $101 | $5,420-98.1% | $9,243-98.9% | $4,645-97.8% |