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 7-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 | $76,110 | $81,446-6.6% | $103,374-26.4% | $80,874-5.9% |
| Participation rate | 41.4% | 66.9%-25.5pp | 74.5%-33.1pp | 67.6%-26.3pp |
| Annual return | 13.69% | 25.57%-11.9pp | 24.89%-11.2pp | 35.62%-21.9pp |
| Employer contribution / active EE | $1,366 | $3,107-56.0% | $3,869-64.7% | $2,756-50.4% |
| Participant deferral / active EE | $3,737 | $3,870-3.4% | $5,058-26.1% | $4,297-13.0% |
| Admin fee / account holder | $277 | $6,715-95.9% | $8,394-96.7% | $6,935-96.0% |