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 | $21,754 | $55,706-60.9% | $75,886-71.3% | $72,985-70.2% |
| Participation rate | 62.2% | 61.1%+1.0pp | 69.3%-7.1pp | 69.5%-7.3pp |
| Annual return | 24.06% | 27.59%-3.5pp | 30.76%-6.7pp | 81.00%-56.9pp |
| Employer contribution / active EE | $589 | $1,687-65.1% | $2,500-76.4% | $2,440-75.9% |
| Participant deferral / active EE | $1,284 | $2,634-51.2% | $3,603-64.4% | $3,607-64.4% |
| Admin fee / account holder | $130 | $3,978-96.7% | $5,418-97.6% | $5,124-97.5% |