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 | $49,793 | $115,882-57.0% | $100,516-50.5% | $158,922-68.7% |
| Participation rate | 43.5% | 81.6%-38.1pp | 79.4%-35.9pp | 82.0%-38.5pp |
| Annual return | 17.91% | 34.79%-16.9pp | 30.89%-13.0pp | 302.83%-284.9pp |
| Employer contribution / active EE | $2,803 | $4,103-31.7% | $3,418-18.0% | $4,761-41.1% |
| Participant deferral / active EE | $5,907 | $6,674-11.5% | $6,270-5.8% | $5,982-1.3% |
| Admin fee / account holder | $58 | $10,995-99.5% | $8,081-99.3% | $11,246-99.5% |