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 | $31,560 | $81,208-61.1% | $98,907-68.1% | $79,858-60.5% |
| Participation rate | 26.5% | 72.5%-46.0pp | 76.0%-49.5pp | 69.6%-43.1pp |
| Annual return | 22.16% | 60.99%-38.8pp | 196.43%-174.3pp | 31.71%-9.6pp |
| Employer contribution / active EE | $831 | $1,960-57.6% | $2,689-69.1% | $2,471-66.4% |
| Participant deferral / active EE | $1,705 | $3,265-47.8% | $4,244-59.8% | $3,740-54.4% |
| Admin fee / account holder | $128 | $6,013-97.9% | $6,642-98.1% | $5,306-97.6% |