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 | $29,303 | $89,753-67.4% | $107,525-72.7% | $84,808-65.4% |
| Participation rate | 49.1% | 68.1%-19.0pp | 75.1%-26.0pp | 68.3%-19.2pp |
| Annual return | 13.22% | 29.48%-16.3pp | 181.32%-168.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,102 | $3,113-64.6% | $3,754-70.6% | $2,631-58.1% |
| Participant deferral / active EE | $1,823 | $4,056-55.1% | $5,116-64.4% | $4,212-56.7% |
| Admin fee / account holder | $199 | $7,222-97.2% | $8,919-97.8% | $7,344-97.3% |