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 | $27,618 | $73,933-62.6% | $96,683-71.4% | $75,163-63.3% |
| Participation rate | 59.4% | 66.4%-7.0pp | 74.3%-15.0pp | 67.2%-7.8pp |
| Annual return | 15.68% | 26.70%-11.0pp | 35.69%-20.0pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,229 | $2,928-58.0% | $3,737-67.1% | $2,670-54.0% |
| Participant deferral / active EE | $3,105 | $3,659-15.1% | $4,878-36.4% | $4,125-24.7% |
| Admin fee / account holder | $0 | $5,216-100.0% | $6,730-100.0% | $5,651-100.0% |