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 | $23,669 | $59,839-60.4% | $81,983-71.1% | $79,858-70.4% |
| Participation rate | 32.1% | 61.6%-29.5pp | 69.2%-37.1pp | 69.6%-37.5pp |
| Annual return | 17.21% | 17.56%-0.4pp | 41.31%-24.1pp | 31.71%-14.5pp |
| Employer contribution / active EE | $424 | $1,713-75.3% | $2,498-83.0% | $2,471-82.8% |
| Participant deferral / active EE | $2,489 | $2,695-7.6% | $3,722-33.1% | $3,740-33.4% |
| Admin fee / account holder | $223 | $4,287-94.8% | $5,664-96.1% | $5,306-95.8% |