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 | $22,777 | $78,672-71.0% | $109,143-79.1% | $85,850-73.5% |
| Participation rate | 69.2% | 68.3%+1.0pp | 75.9%-6.6pp | 69.3%-0.1pp |
| Annual return | 17.83% | 25.09%-7.3pp | 25.75%-7.9pp | 318.53%-300.7pp |
| Employer contribution / active EE | $1,655 | $2,735-39.5% | $3,722-55.5% | $2,565-35.5% |
| Participant deferral / active EE | $2,558 | $3,467-26.2% | $4,653-45.0% | $3,952-35.3% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |