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 | $14,719 | $52,279-71.8% | $89,391-83.5% | $79,858-81.6% |
| Participation rate | 36.7% | 57.5%-20.9pp | 68.0%-31.3pp | 69.6%-33.0pp |
| Annual return | 19.37% | 22.16%-2.8pp | 245.62%-226.2pp | 31.71%-12.3pp |
| Employer contribution / active EE | $650 | $1,572-58.6% | $2,586-74.9% | $2,471-73.7% |
| Participant deferral / active EE | $1,013 | $2,740-63.0% | $3,890-74.0% | $3,740-72.9% |
| Admin fee / account holder | $233 | $3,356-93.0% | $4,881-95.2% | $5,306-95.6% |