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 9-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 | $23,745 | $65,365-63.7% | $92,893-74.4% | $72,985-67.5% |
| Participation rate | 55.1% | 68.3%-13.2pp | 76.0%-20.9pp | 69.5%-14.4pp |
| Annual return | 25.34% | 42.10%-16.8pp | 109.41%-84.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $1,397 | $2,594-46.1% | $3,653-61.7% | $2,440-42.7% |
| Participant deferral / active EE | $2,806 | $3,128-10.3% | $4,236-33.8% | $3,607-22.2% |
| Admin fee / account holder | $205 | $4,251-95.2% | $5,794-96.5% | $5,124-96.0% |