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 | $31,826 | $73,933-57.0% | $96,683-67.1% | $75,163-57.7% |
| Participation rate | 36.0% | 66.4%-30.4pp | 74.3%-38.3pp | 67.2%-31.2pp |
| Annual return | 26.75% | 26.70%+0.1pp | 35.69%-8.9pp | 160.62%-133.9pp |
| Employer contribution / active EE | $1,165 | $2,928-60.2% | $3,737-68.8% | $2,670-56.4% |
| Participant deferral / active EE | $2,455 | $3,659-32.9% | $4,878-49.7% | $4,125-40.5% |
| Admin fee / account holder | $37 | $5,216-99.3% | $6,730-99.4% | $5,651-99.3% |