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 | $15,564 | $73,867-78.9% | $143,757-89.2% | $68,494-77.3% |
| Participation rate | 50.0% | 66.7%-16.7pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | 48.27% | 1.01%+47.3pp | -0.04%+48.3pp | -7.84%+56.1pp |
| Employer contribution / active EE | $1,171 | $3,184-63.2% | $4,951-76.3% | $2,596-54.9% |
| Participant deferral / active EE | $2,720 | $3,384-19.6% | $5,637-51.7% | $4,027-32.5% |
| Admin fee / account holder | $147 | $5,755-97.5% | $14,673-99.0% | $5,403-97.3% |