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 | $57,318 | $46,553+23.1% | $64,056-10.5% | $75,163-23.7% |
| Participation rate | 33.3% | 65.9%-32.6pp | 72.3%-39.0pp | 67.2%-33.9pp |
| Annual return | 25.37% | 26.03%-0.7pp | 33.69%-8.3pp | 160.62%-135.2pp |
| Employer contribution / active EE | $759 | $1,974-61.5% | $2,747-72.4% | $2,670-71.6% |
| Participant deferral / active EE | $2,396 | $2,837-15.5% | $3,880-38.2% | $4,125-41.9% |
| Admin fee / account holder | $286 | $2,952-90.3% | $3,068-90.7% | $5,651-94.9% |