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 | $28,056 | $51,708-45.7% | $106,619-73.7% | $62,891-55.4% |
| Participation rate | 22.6% | 66.9%-44.2pp | 78.0%-55.4pp | 69.3%-46.7pp |
| Annual return | 6.94% | 4.69%+2.3pp | 9.42%-2.5pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,272 | $2,315-45.1% | $3,930-67.6% | $3,203-60.3% |
| Admin fee / account holder | $47 | $3,349-98.6% | $6,418-99.3% | $4,296-98.9% |