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 | $20,340 | $48,364-57.9% | $71,796-71.7% | $62,891-67.7% |
| Participation rate | 50.0% | 60.6%-10.6pp | 69.1%-19.1pp | 69.3%-19.3pp |
| Annual return | 9.55% | 13.16%-3.6pp | 78.04%-68.5pp | 20.14%-10.6pp |
| Employer contribution / active EE | $847 | $1,042-18.7% | $1,924-56.0% | $2,281-62.9% |
| Participant deferral / active EE | $1,565 | $2,091-25.1% | $2,794-44.0% | $3,203-51.1% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |