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 7-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 | $10,719 | $102,245-89.5% | $89,340-88.0% | $137,256-92.2% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 23.37% | 21.89%+1.5pp | 20.57%+2.8pp | 220.34%-197.0pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,299 | $4,436-70.7% | $3,823-66.0% | $6,407-79.7% |
| Admin fee / account holder | $222 | $8,085-97.3% | $6,704-96.7% | $12,270-98.2% |