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 | $44,473 | $89,753-50.4% | $107,525-58.6% | $84,808-47.6% |
| Participation rate | 54.3% | 68.1%-13.8pp | 75.1%-20.8pp | 68.3%-14.0pp |
| Annual return | 13.69% | 29.48%-15.8pp | 181.32%-167.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,082 | $3,113-65.3% | $3,754-71.2% | $2,631-58.9% |
| Participant deferral / active EE | $2,052 | $4,056-49.4% | $5,116-59.9% | $4,212-51.3% |
| Admin fee / account holder | $270 | $7,222-96.3% | $8,919-97.0% | $7,344-96.3% |