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 | $18,996 | $106,515-82.2% | $96,683-80.4% | $139,434-86.4% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.3%-5.1pp | 80.3%-11.1pp |
| Annual return | 19.60% | 38.43%-18.8pp | 35.69%-16.1pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,218 | $4,103-70.3% | $3,737-67.4% | $4,751-74.4% |
| Participant deferral / active EE | $1,493 | $5,454-72.6% | $4,878-69.4% | $6,710-77.7% |
| Admin fee / account holder | $78 | $7,877-99.0% | $6,730-98.8% | $11,403-99.3% |