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 | $48,648 | $90,503-46.2% | $78,689-38.2% | $273,961-82.2% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | 15.39% | 75.60%-60.2pp | 62.18%-46.8pp | 41.45%-26.1pp |
| Employer contribution / active EE | $1,536 | $3,176-51.6% | $2,851-46.1% | $4,869-68.5% |
| Participant deferral / active EE | $2,257 | $3,901-42.1% | $3,517-35.8% | $5,287-57.3% |
| Admin fee / account holder | $185 | $5,263-96.5% | $4,510-95.9% | $10,132-98.2% |