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 | $25,792 | $73,933-65.1% | $96,683-73.3% | $75,163-65.7% |
| Participation rate | 37.5% | 66.4%-28.9pp | 74.3%-36.8pp | 67.2%-29.7pp |
| Annual return | 22.38% | 26.70%-4.3pp | 35.69%-13.3pp | 160.62%-138.2pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,167 | $3,659-13.4% | $4,878-35.1% | $4,125-23.2% |
| Admin fee / account holder | $124 | $5,216-97.6% | $6,730-98.2% | $5,651-97.8% |