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 | $52,470 | $91,552-42.7% | $133,956-60.8% | $79,858-34.3% |
| Participation rate | 26.7% | 73.3%-46.7pp | 79.8%-53.2pp | 69.6%-43.0pp |
| Annual return | 14.84% | 61.85%-47.0pp | 45.09%-30.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,120 | $2,384-53.0% | $3,919-71.4% | $2,471-54.7% |
| Participant deferral / active EE | $2,988 | $3,733-20.0% | $5,048-40.8% | $3,740-20.1% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,927-100.0% | $5,306-100.0% |