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 | $41,625 | $65,041-36.0% | $90,951-54.2% | $79,858-47.9% |
| Participation rate | 41.0% | 61.6%-20.6pp | 69.0%-28.0pp | 69.6%-28.6pp |
| Annual return | 20.46% | 30.45%-10.0pp | 134.60%-114.1pp | 31.71%-11.3pp |
| Employer contribution / active EE | $608 | $1,247-51.2% | $2,122-71.3% | $2,471-75.4% |
| Participant deferral / active EE | $1,486 | $2,512-40.8% | $3,373-55.9% | $3,740-60.3% |
| Admin fee / account holder | $246 | $4,536-94.6% | $5,959-95.9% | $5,306-95.4% |