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 | $66,552 | $91,552-27.3% | $133,956-50.3% | $79,858-16.7% |
| Participation rate | 38.5% | 73.3%-34.9pp | 79.8%-41.4pp | 69.6%-31.2pp |
| Annual return | 23.53% | 61.85%-38.3pp | 45.09%-21.6pp | 31.71%-8.2pp |
| Employer contribution / active EE | $1,008 | $2,384-57.7% | $3,919-74.3% | $2,471-59.2% |
| Participant deferral / active EE | $2,001 | $3,733-46.4% | $5,048-60.4% | $3,740-46.5% |
| Admin fee / account holder | $18 | $6,321-99.7% | $8,927-99.8% | $5,306-99.7% |