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 6-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 | $20,362 | $73,933-72.5% | $96,683-78.9% | $75,163-72.9% |
| Participation rate | 40.0% | 66.4%-26.4pp | 74.3%-34.3pp | 67.2%-27.2pp |
| Annual return | 22.81% | 26.70%-3.9pp | 35.69%-12.9pp | 160.62%-137.8pp |
| Employer contribution / active EE | $1,699 | $2,928-42.0% | $3,737-54.5% | $2,670-36.3% |
| Participant deferral / active EE | $2,468 | $3,659-32.6% | $4,878-49.4% | $4,125-40.2% |
| Admin fee / account holder | $23 | $5,216-99.6% | $6,730-99.7% | $5,651-99.6% |