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 8-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 | $33,486 | $81,460-58.9% | $103,333-67.6% | $80,856-58.6% |
| Participation rate | 47.2% | 66.8%-19.6pp | 74.5%-27.3pp | 67.6%-20.4pp |
| Annual return | 12.38% | 25.55%-13.2pp | 24.88%-12.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,574 | $3,105-49.3% | $3,868-59.3% | $2,755-42.9% |
| Participant deferral / active EE | $3,983 | $3,869+3.0% | $5,057-21.2% | $4,296-7.3% |
| Admin fee / account holder | $203 | $6,566-96.9% | $8,355-97.6% | $6,918-97.1% |