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 6-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 | $36,007 | $80,673-55.4% | $101,326-64.5% | $84,808-57.5% |
| Participation rate | 32.0% | 77.8%-45.8pp | 81.5%-49.5pp | 68.3%-36.3pp |
| Annual return | 27.68% | 38.95%-11.3pp | 36.82%-9.1pp | 40.90%-13.2pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,882 | $6,840-57.9% | $7,994-64.0% | $4,212-31.6% |
| Admin fee / account holder | $132 | $12,784-99.0% | $11,185-98.8% | $7,344-98.2% |