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 | $70,911 | $104,974-32.4% | $95,585-25.8% | $142,382-50.2% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 15.08% | 210.33%-195.2pp | 38.56%-23.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,975 | $2,779-28.9% | $2,527-21.8% | $4,299-54.1% |
| Participant deferral / active EE | $5,653 | $4,352+29.9% | $4,023+40.5% | $6,507-13.1% |
| Admin fee / account holder | $267 | $6,386-95.8% | $6,127-95.6% | $12,624-97.9% |