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 9-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 | $67,659 | $127,065-46.8% | $113,168-40.2% | $142,382-52.5% |
| Participation rate | 40.9% | 79.2%-38.3pp | 76.6%-35.7pp | 80.1%-39.2pp |
| Annual return | 17.00% | 24.03%-7.0pp | 24.27%-7.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,267 | $3,442-63.2% | $2,975-57.4% | $4,299-70.5% |
| Participant deferral / active EE | $2,758 | $5,716-51.8% | $5,107-46.0% | $6,507-57.6% |
| Admin fee / account holder | $148 | $15,736-99.1% | $12,068-98.8% | $12,624-98.8% |