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 | $27,420 | $71,829-61.8% | $69,780-60.7% | $142,382-80.7% |
| Participation rate | 57.1% | 81.6%-24.4pp | 79.3%-22.2pp | 80.1%-23.0pp |
| Annual return | 19.78% | 31.01%-11.2pp | 26.31%-6.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,212 | $4,385-72.4% | $4,168-70.9% | $4,299-71.8% |
| Participant deferral / active EE | $2,714 | $6,819-60.2% | $6,164-56.0% | $6,507-58.3% |
| Admin fee / account holder | $16 | $7,818-99.8% | $7,285-99.8% | $12,624-99.9% |