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 | $80,055 | $109,413-26.8% | $156,263-48.8% | $84,808-5.6% |
| Participation rate | 30.4% | 72.7%-42.3pp | 78.9%-48.5pp | 68.3%-37.9pp |
| Annual return | 17.52% | 20.18%-2.7pp | 59.47%-42.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,189 | $2,907-59.1% | $4,333-72.6% | $2,631-54.8% |
| Participant deferral / active EE | $2,470 | $4,590-46.2% | $6,158-59.9% | $4,212-41.3% |
| Admin fee / account holder | $105 | $9,357-98.9% | $14,255-99.3% | $7,344-98.6% |