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 | $31,363 | $59,839-47.6% | $81,983-61.7% | $79,858-60.7% |
| Participation rate | 48.6% | 61.6%-13.0pp | 69.2%-20.6pp | 69.6%-21.0pp |
| Annual return | 18.91% | 17.56%+1.4pp | 41.31%-22.4pp | 31.71%-12.8pp |
| Employer contribution / active EE | $605 | $1,713-64.7% | $2,498-75.8% | $2,471-75.5% |
| Participant deferral / active EE | $1,223 | $2,695-54.6% | $3,722-67.1% | $3,740-67.3% |
| Admin fee / account holder | $260 | $4,287-93.9% | $5,664-95.4% | $5,306-95.1% |