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 6-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 | $34,555 | $80,717-57.2% | $154,803-77.7% | $84,808-59.3% |
| Participation rate | 60.0% | 66.8%-6.8pp | 78.1%-18.1pp | 68.3%-8.3pp |
| Annual return | 21.40% | 37.96%-16.6pp | 58.88%-37.5pp | 40.90%-19.5pp |
| Employer contribution / active EE | $1,443 | $2,761-47.8% | $4,305-66.5% | $2,631-45.2% |
| Participant deferral / active EE | $3,018 | $3,303-8.6% | $5,540-45.5% | $4,212-28.3% |
| Admin fee / account holder | $68 | $6,746-99.0% | $14,329-99.5% | $7,344-99.1% |