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 | $56,596 | $81,446-30.5% | $103,374-45.3% | $80,874-30.0% |
| Participation rate | 56.3% | 66.9%-10.6pp | 74.5%-18.3pp | 67.6%-11.4pp |
| Annual return | 25.64% | 25.57%+0.1pp | 24.89%+0.8pp | 35.62%-10.0pp |
| Employer contribution / active EE | $2,017 | $3,107-35.1% | $3,869-47.9% | $2,756-26.8% |
| Participant deferral / active EE | $5,205 | $3,870+34.5% | $5,058+2.9% | $4,297+21.1% |
| Admin fee / account holder | $278 | $6,715-95.9% | $8,394-96.7% | $6,935-96.0% |