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 | $30,979 | $81,460-62.0% | $103,333-70.0% | $80,856-61.7% |
| Participation rate | 68.0% | 66.8%+1.2pp | 74.5%-6.5pp | 67.6%+0.4pp |
| Annual return | 13.64% | 25.55%-11.9pp | 24.88%-11.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,417 | $3,105-54.4% | $3,868-63.4% | $2,755-48.6% |
| Participant deferral / active EE | $2,871 | $3,869-25.8% | $5,057-43.2% | $4,296-33.2% |
| Admin fee / account holder | $236 | $6,566-96.4% | $8,355-97.2% | $6,918-96.6% |