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 8-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 | $18,553 | $37,426-50.4% | $77,482-76.1% | $79,858-76.8% |
| Participation rate | 61.1% | 41.5%+19.6pp | 54.2%+6.9pp | 69.6%-8.5pp |
| Annual return | 21.10% | 39.70%-18.6pp | 54.79%-33.7pp | 31.71%-10.6pp |
| Employer contribution / active EE | $796 | $637+25.0% | $986-19.3% | $2,471-67.8% |
| Participant deferral / active EE | $1,279 | $1,260+1.5% | $1,861-31.3% | $3,740-65.8% |
| Admin fee / account holder | $21 | $2,504-99.2% | $2,858-99.3% | $5,306-99.6% |