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 6-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 | $67,954 | $77,314-12.1% | $177,989-61.8% | $80,856-16.0% |
| Participation rate | 34.4% | 65.7%-31.3pp | 77.1%-42.7pp | 67.6%-33.3pp |
| Annual return | 17.01% | 18.09%-1.1pp | 294.48%-277.5pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,607 | $2,292-29.9% | $3,949-59.3% | $2,755-41.7% |
| Participant deferral / active EE | $3,107 | $4,411-29.6% | $6,276-50.5% | $4,296-27.7% |
| Admin fee / account holder | $113 | $7,191-98.4% | $10,363-98.9% | $6,918-98.4% |