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 8-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 | $25,287 | $108,172-76.6% | $77,482-67.4% | $158,922-84.1% |
| Participation rate | 30.0% | 64.4%-34.4pp | 54.2%-24.2pp | 82.0%-52.0pp |
| Annual return | 13.60% | 31.67%-18.1pp | 54.79%-41.2pp | 302.83%-289.2pp |
| Employer contribution / active EE | $200 | $1,325-84.9% | $986-79.8% | $4,761-95.8% |
| Participant deferral / active EE | $2,086 | $2,456-15.1% | $1,861+12.1% | $5,982-65.1% |
| Admin fee / account holder | $88 | $3,708-97.6% | $2,858-96.9% | $11,246-99.2% |