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 | $29,400 | $55,706-47.2% | $75,886-61.3% | $72,985-59.7% |
| Participation rate | 25.0% | 61.1%-36.1pp | 69.3%-44.3pp | 69.5%-44.5pp |
| Annual return | 25.11% | 27.59%-2.5pp | 30.76%-5.6pp | 81.00%-55.9pp |
| Employer contribution / active EE | $423 | $1,687-74.9% | $2,500-83.1% | $2,440-82.7% |
| Participant deferral / active EE | $1,747 | $2,634-33.7% | $3,603-51.5% | $3,607-51.6% |
| Admin fee / account holder | $106 | $3,978-97.3% | $5,418-98.1% | $5,124-97.9% |