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 | $32,102 | $53,822-40.4% | $75,696-57.6% | $85,850-62.6% |
| Participation rate | 34.4% | 69.1%-34.7pp | 74.8%-40.5pp | 69.3%-34.9pp |
| Annual return | 12.90% | 24.54%-11.6pp | 104.53%-91.6pp | 318.53%-305.6pp |
| Employer contribution / active EE | $788 | $2,017-60.9% | $2,743-71.3% | $2,565-69.3% |
| Participant deferral / active EE | $2,086 | $2,895-27.9% | $3,821-45.4% | $3,952-47.2% |
| Admin fee / account holder | $49 | $3,343-98.5% | $3,619-98.7% | $6,260-99.2% |