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 | $35,854 | $73,933-51.5% | $96,683-62.9% | $75,163-52.3% |
| Participation rate | 34.6% | 66.4%-31.8pp | 74.3%-39.7pp | 67.2%-32.6pp |
| Annual return | 20.12% | 26.70%-6.6pp | 35.69%-15.6pp | 160.62%-140.5pp |
| Employer contribution / active EE | $1,537 | $2,928-47.5% | $3,737-58.9% | $2,670-42.4% |
| Participant deferral / active EE | $3,138 | $3,659-14.2% | $4,878-35.7% | $4,125-23.9% |
| Admin fee / account holder | $286 | $5,216-94.5% | $6,730-95.7% | $5,651-94.9% |