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 | $11,347 | $81,248-86.0% | $155,509-92.7% | $80,856-86.0% |
| Participation rate | 56.5% | 66.2%-9.8pp | 78.2%-21.7pp | 67.6%-11.2pp |
| Annual return | 14.52% | 33.31%-18.8pp | 64.67%-50.1pp | 35.59%-21.1pp |
| Employer contribution / active EE | $525 | $3,100-83.1% | $4,672-88.8% | $2,755-80.9% |
| Participant deferral / active EE | $1,232 | $3,452-64.3% | $5,626-78.1% | $4,296-71.3% |
| Admin fee / account holder | $145 | $7,997-98.2% | $15,912-99.1% | $6,918-97.9% |