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 | $51,829 | $74,927-30.8% | $101,794-49.1% | $84,808-38.9% |
| Participation rate | 56.0% | 61.4%-5.4pp | 69.2%-13.2pp | 68.3%-12.3pp |
| Annual return | 19.17% | 18.70%+0.5pp | 30.53%-11.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,465 | $1,522-3.8% | $2,289-36.0% | $2,631-44.3% |
| Participant deferral / active EE | $2,432 | $3,099-21.5% | $4,084-40.4% | $4,212-42.2% |
| Admin fee / account holder | $216 | $6,514-96.7% | $8,777-97.5% | $7,344-97.1% |