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 | $60,757 | $90,503-32.9% | $78,689-22.8% | $273,961-77.8% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 11.57% | 75.60%-64.0pp | 62.18%-50.6pp | 41.45%-29.9pp |
| Employer contribution / active EE | $2,730 | $3,176-14.0% | $2,851-4.2% | $4,869-43.9% |
| Participant deferral / active EE | $2,959 | $3,901-24.2% | $3,517-15.9% | $5,287-44.0% |
| Admin fee / account holder | $36 | $5,263-99.3% | $4,510-99.2% | $10,132-99.6% |