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 8-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 | $63,825 | $81,248-21.4% | $155,509-59.0% | $80,856-21.1% |
| Participation rate | 20.5% | 66.2%-45.8pp | 78.2%-57.7pp | 67.6%-47.2pp |
| Annual return | 11.80% | 33.31%-21.5pp | 64.67%-52.9pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,039 | $3,100-66.5% | $4,672-77.8% | $2,755-62.3% |
| Participant deferral / active EE | $1,749 | $3,452-49.3% | $5,626-68.9% | $4,296-59.3% |
| Admin fee / account holder | $127 | $7,997-98.4% | $15,912-99.2% | $6,918-98.2% |