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 | $32,389 | $71,057-54.4% | $93,654-65.4% | $80,874-60.0% |
| Participation rate | 48.3% | 60.4%-12.1pp | 68.7%-20.4pp | 67.6%-19.4pp |
| Annual return | 14.04% | 11.26%+2.8pp | 133.34%-119.3pp | 35.62%-21.6pp |
| Employer contribution / active EE | $1,107 | $1,564-29.2% | $2,421-54.3% | $2,756-59.8% |
| Participant deferral / active EE | $2,324 | $4,034-42.4% | $4,413-47.3% | $4,297-45.9% |
| Admin fee / account holder | $46 | $6,944-99.3% | $8,282-99.4% | $6,935-99.3% |