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 | $9,289 | $80,717-88.5% | $154,803-94.0% | $84,808-89.0% |
| Participation rate | 34.2% | 66.8%-32.6pp | 78.1%-43.9pp | 68.3%-34.1pp |
| Annual return | 20.47% | 37.96%-17.5pp | 58.88%-38.4pp | 40.90%-20.4pp |
| Employer contribution / active EE | $518 | $2,761-81.2% | $4,305-88.0% | $2,631-80.3% |
| Participant deferral / active EE | $1,349 | $3,303-59.2% | $5,540-75.7% | $4,212-68.0% |
| Admin fee / account holder | $128 | $6,746-98.1% | $14,329-99.1% | $7,344-98.3% |