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 | $49,621 | $81,460-39.1% | $103,333-52.0% | $80,856-38.6% |
| Participation rate | 44.4% | 66.8%-22.4pp | 74.5%-30.1pp | 67.6%-23.2pp |
| Annual return | 13.54% | 25.55%-12.0pp | 24.88%-11.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,592 | $3,105-48.7% | $3,868-58.8% | $2,755-42.2% |
| Participant deferral / active EE | $4,100 | $3,869+6.0% | $5,057-18.9% | $4,296-4.6% |
| Admin fee / account holder | $222 | $6,566-96.6% | $8,355-97.3% | $6,918-96.8% |