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 | $94,481 | $95,803-1.4% | $113,168-16.5% | $84,808+11.4% |
| Participation rate | 27.6% | 72.9%-45.3pp | 76.6%-49.0pp | 68.3%-40.7pp |
| Annual return | 14.58% | 25.00%-10.4pp | 24.27%-9.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,193 | $2,360-49.4% | $2,975-59.9% | $2,631-54.6% |
| Participant deferral / active EE | $2,878 | $4,242-32.2% | $5,107-43.6% | $4,212-31.7% |
| Admin fee / account holder | $27 | $8,989-99.7% | $12,068-99.8% | $7,344-99.6% |