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 | $46,241 | $73,933-37.5% | $96,683-52.2% | $75,163-38.5% |
| Participation rate | 51.9% | 66.4%-14.6pp | 74.3%-22.5pp | 67.2%-15.3pp |
| Annual return | 21.61% | 26.70%-5.1pp | 35.69%-14.1pp | 160.62%-139.0pp |
| Employer contribution / active EE | $1,353 | $2,928-53.8% | $3,737-63.8% | $2,670-49.3% |
| Participant deferral / active EE | $3,946 | $3,659+7.8% | $4,878-19.1% | $4,125-4.3% |
| Admin fee / account holder | $21 | $5,216-99.6% | $6,730-99.7% | $5,651-99.6% |