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 5-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 | $32,674 | $74,927-56.4% | $101,794-67.9% | $84,808-61.5% |
| Participation rate | 40.0% | 61.4%-21.4pp | 69.2%-29.2pp | 68.3%-28.3pp |
| Annual return | 23.71% | 18.70%+5.0pp | 30.53%-6.8pp | 40.90%-17.2pp |
| Employer contribution / active EE | $1,290 | $1,522-15.2% | $2,289-43.6% | $2,631-51.0% |
| Participant deferral / active EE | $2,240 | $3,099-27.7% | $4,084-45.1% | $4,212-46.8% |
| Admin fee / account holder | $0 | $6,514-100.0% | $8,777-100.0% | $7,344-100.0% |