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 | $56,500 | $46,553+21.4% | $64,056-11.8% | $75,163-24.8% |
| Participation rate | 37.0% | 65.9%-28.9pp | 72.3%-35.3pp | 67.2%-30.2pp |
| Annual return | 13.86% | 26.03%-12.2pp | 33.69%-19.8pp | 160.62%-146.8pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,297 | $2,837+16.2% | $3,880-15.0% | $4,125-20.1% |
| Admin fee / account holder | $112 | $2,952-96.2% | $3,068-96.4% | $5,651-98.0% |