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 | $12,285 | $52,279-76.5% | $89,391-86.3% | $79,858-84.6% |
| Participation rate | 45.5% | 57.5%-12.1pp | 68.0%-22.5pp | 69.6%-24.2pp |
| Annual return | 26.05% | 22.16%+3.9pp | 245.62%-219.6pp | 31.71%-5.7pp |
| Employer contribution / active EE | $1,323 | $1,572-15.8% | $2,586-48.8% | $2,471-46.5% |
| Participant deferral / active EE | $2,350 | $2,740-14.2% | $3,890-39.6% | $3,740-37.2% |
| Admin fee / account holder | $110 | $3,356-96.7% | $4,881-97.7% | $5,306-97.9% |