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 | $43,465 | $81,460-46.6% | $103,333-57.9% | $80,856-46.2% |
| Participation rate | 35.7% | 66.8%-31.1pp | 74.5%-38.8pp | 67.6%-31.9pp |
| Annual return | 18.29% | 25.55%-7.3pp | 24.88%-6.6pp | 35.59%-17.3pp |
| Employer contribution / active EE | $1,085 | $3,105-65.1% | $3,868-71.9% | $2,755-60.6% |
| Participant deferral / active EE | $2,289 | $3,869-40.8% | $5,057-54.7% | $4,296-46.7% |
| Admin fee / account holder | $26 | $6,566-99.6% | $8,355-99.7% | $6,918-99.6% |