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 | $59,244 | $74,927-20.9% | $101,794-41.8% | $84,808-30.1% |
| Participation rate | 61.5% | 61.4%+0.1pp | 69.2%-7.6pp | 68.3%-6.8pp |
| Annual return | 15.14% | 18.70%-3.6pp | 30.53%-15.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,045 | $1,522-31.3% | $2,289-54.3% | $2,631-60.3% |
| Participant deferral / active EE | $2,762 | $3,099-10.9% | $4,084-32.4% | $4,212-34.4% |
| Admin fee / account holder | $17 | $6,514-99.7% | $8,777-99.8% | $7,344-99.8% |