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 | $74,927-43.3% | $101,794-58.3% | $84,808-49.9% |
| Participation rate | 45.1% | 61.4%-16.3pp | 69.2%-24.1pp | 68.3%-23.2pp |
| Annual return | 20.86% | 18.70%+2.2pp | 30.53%-9.7pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,200 | $1,522-21.1% | $2,289-47.6% | $2,631-54.4% |
| Participant deferral / active EE | $2,321 | $3,099-25.1% | $4,084-43.2% | $4,212-44.9% |
| Admin fee / account holder | $118 | $6,514-98.2% | $8,777-98.7% | $7,344-98.4% |