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 9-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 | $42,104 | $76,367-44.9% | $93,606-55.0% | $72,985-42.3% |
| Participation rate | 40.0% | 71.7%-31.7pp | 75.8%-35.8pp | 69.5%-29.5pp |
| Annual return | 24.19% | 25.82%-1.6pp | 32.76%-8.6pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,328 | $2,275-41.6% | $2,718-51.1% | $2,440-45.6% |
| Participant deferral / active EE | $2,535 | $3,538-28.4% | $4,069-37.7% | $3,607-29.7% |
| Admin fee / account holder | $85 | $6,838-98.8% | $7,888-98.9% | $5,124-98.3% |