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 | $59,752 | $105,630-43.4% | $87,507-31.7% | $273,961-78.2% |
| Participation rate | 30.4% | 78.2%-47.8pp | 73.8%-43.4pp | 83.0%-52.6pp |
| Annual return | 8.91% | 12.25%-3.3pp | 12.21%-3.3pp | 41.45%-32.5pp |
| Employer contribution / active EE | $735 | $3,141-76.6% | $2,550-71.2% | $4,869-84.9% |
| Participant deferral / active EE | $2,266 | $3,601-37.1% | $3,149-28.0% | $5,287-57.1% |
| Admin fee / account holder | $2 | $4,781-100.0% | $4,221-99.9% | $10,132-100.0% |