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 7-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 | $51,248 | $112,729-54.5% | $98,716-48.1% | $137,256-62.7% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.3%-29.3pp | 80.0%-40.0pp |
| Annual return | 17.06% | 38.48%-21.4pp | 31.81%-14.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,872 | $2,725-31.3% | $2,279-17.8% | $4,156-55.0% |
| Participant deferral / active EE | $2,473 | $4,640-46.7% | $4,048-38.9% | $6,407-61.4% |
| Admin fee / account holder | $189 | $10,129-98.1% | $8,703-97.8% | $12,270-98.5% |