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 6-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 | $37,537 | $68,547-45.2% | $120,354-68.8% | $80,856-53.6% |
| Participation rate | 62.1% | 61.6%+0.5pp | 71.9%-9.8pp | 67.6%-5.6pp |
| Annual return | 14.76% | 23.60%-8.8pp | 107.15%-92.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,586 | $2,051-22.7% | $3,463-54.2% | $2,755-42.4% |
| Participant deferral / active EE | $3,136 | $3,173-1.2% | $4,991-37.2% | $4,296-27.0% |
| Admin fee / account holder | $250 | $5,732-95.6% | $9,423-97.3% | $6,918-96.4% |