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 | $23,196 | $103,376-77.6% | $87,100-73.4% | $152,861-84.8% |
| Participation rate | 57.1% | 79.3%-22.2pp | 76.9%-19.7pp | 82.4%-25.3pp |
| Annual return | 26.28% | 28.10%-1.8pp | 28.19%-1.9pp | 345.32%-319.0pp |
| Employer contribution / active EE | $1,578 | $3,220-51.0% | $2,521-37.4% | $4,762-66.9% |
| Participant deferral / active EE | $3,771 | $4,778-21.1% | $4,049-6.9% | $5,850-35.5% |
| Admin fee / account holder | $77 | $12,205-99.4% | $7,497-99.0% | $11,596-99.3% |