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 | $29,532 | $54,762-46.1% | $90,281-67.3% | $72,985-59.5% |
| Participation rate | 56.9% | 65.1%-8.2pp | 73.3%-16.4pp | 69.5%-12.6pp |
| Annual return | 23.32% | 30.63%-7.3pp | 78.10%-54.8pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,216 | $2,092+5.9% | $2,854-22.4% | $2,440-9.2% |
| Participant deferral / active EE | $2,359 | $2,887-18.3% | $3,885-39.3% | $3,607-34.6% |
| Admin fee / account holder | $58 | $3,972-98.5% | $5,351-98.9% | $5,124-98.9% |