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 | $27,860 | $68,719-59.5% | $91,541-69.6% | $84,808-67.1% |
| Participation rate | 51.7% | 64.5%-12.8pp | 69.8%-18.1pp | 68.3%-16.6pp |
| Annual return | 30.32% | 19.12%+11.2pp | 20.50%+9.8pp | 40.90%-10.6pp |
| Employer contribution / active EE | $1,191 | $1,920-38.0% | $2,505-52.5% | $2,631-54.7% |
| Participant deferral / active EE | $1,096 | $3,136-65.0% | $4,008-72.7% | $4,212-74.0% |
| Admin fee / account holder | $260 | $5,786-95.5% | $6,956-96.3% | $7,344-96.5% |