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 | $49,011 | $94,031-47.9% | $115,768-57.7% | $82,448-40.6% |
| Participation rate | 54.8% | 70.4%-15.6pp | 74.4%-19.6pp | 68.1%-13.2pp |
| Annual return | 18.82% | 20.61%-1.8pp | 100.46%-81.6pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,899 | $2,323-18.3% | $2,940-35.4% | $2,551-25.5% |
| Participant deferral / active EE | $2,522 | $3,972-36.5% | $4,917-48.7% | $4,139-39.1% |
| Admin fee / account holder | $226 | $10,249-97.8% | $12,439-98.2% | $7,234-96.9% |