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 | $33,146 | $80,717-58.9% | $154,803-78.6% | $84,808-60.9% |
| Participation rate | 65.5% | 66.8%-1.3pp | 78.1%-12.6pp | 68.3%-2.8pp |
| Annual return | 20.30% | 37.96%-17.7pp | 58.88%-38.6pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,004 | $2,761-27.4% | $4,305-53.5% | $2,631-23.8% |
| Participant deferral / active EE | $3,209 | $3,303-2.8% | $5,540-42.1% | $4,212-23.8% |
| Admin fee / account holder | $171 | $6,746-97.5% | $14,329-98.8% | $7,344-97.7% |