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 | $20,134 | $54,762-63.2% | $90,281-77.7% | $72,985-72.4% |
| Participation rate | 57.1% | 65.1%-8.0pp | 73.3%-16.1pp | 69.5%-12.3pp |
| Annual return | 58.88% | 30.63%+28.2pp | 78.10%-19.2pp | 81.00%-22.1pp |
| Employer contribution / active EE | $651 | $2,092-68.9% | $2,854-77.2% | $2,440-73.3% |
| Participant deferral / active EE | $3,440 | $2,887+19.2% | $3,885-11.4% | $3,607-4.6% |
| Admin fee / account holder | $194 | $3,972-95.1% | $5,351-96.4% | $5,124-96.2% |