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 9-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 | $42,447 | $73,787-42.5% | $98,716-57.0% | $82,448-48.5% |
| Participation rate | 45.1% | 61.4%-16.3pp | 69.3%-24.2pp | 68.1%-22.9pp |
| Annual return | 20.86% | 18.57%+2.3pp | 31.81%-11.0pp | 41.64%-20.8pp |
| Employer contribution / active EE | $1,200 | $1,511-20.6% | $2,279-47.3% | $2,551-53.0% |
| Participant deferral / active EE | $2,321 | $3,081-24.7% | $4,048-42.7% | $4,139-43.9% |
| Admin fee / account holder | $118 | $6,500-98.2% | $8,703-98.6% | $7,234-98.4% |