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 | $35,647 | $81,248-56.1% | $155,509-77.1% | $80,856-55.9% |
| Participation rate | 54.5% | 66.2%-11.7pp | 78.2%-23.6pp | 67.6%-13.1pp |
| Annual return | 13.98% | 33.31%-19.3pp | 64.67%-50.7pp | 35.59%-21.6pp |
| Employer contribution / active EE | $869 | $3,100-72.0% | $4,672-81.4% | $2,755-68.5% |
| Participant deferral / active EE | $1,756 | $3,452-49.1% | $5,626-68.8% | $4,296-59.1% |
| Admin fee / account holder | $154 | $7,997-98.1% | $15,912-99.0% | $6,918-97.8% |