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 | $39,930 | $47,848-16.5% | $81,478-51.0% | $70,131-43.1% |
| Participation rate | 46.5% | 58.3%-11.8pp | 68.0%-21.4pp | 69.5%-23.0pp |
| Annual return | 20.02% | 27.25%-7.2pp | 38.78%-18.8pp | 73.14%-53.1pp |
| Employer contribution / active EE | $399 | $1,527-73.9% | $2,568-84.5% | $2,342-83.0% |
| Participant deferral / active EE | $2,919 | $2,453+19.0% | $3,537-17.5% | $3,332-12.4% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |