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 | $26,596 | $72,277-63.2% | $101,248-73.7% | $79,858-66.7% |
| Participation rate | 42.9% | 68.5%-25.6pp | 75.8%-33.0pp | 69.6%-26.8pp |
| Annual return | 39.15% | 22.30%+16.9pp | 46.47%-7.3pp | 31.71%+7.4pp |
| Employer contribution / active EE | $1,233 | $2,692-54.2% | $3,660-66.3% | $2,471-50.1% |
| Participant deferral / active EE | $3,300 | $3,282+0.6% | $4,370-24.5% | $3,740-11.8% |
| Admin fee / account holder | $18 | $4,400-99.6% | $5,945-99.7% | $5,306-99.7% |