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 | $60,177 | $95,266-36.8% | $82,389-27.0% | $142,382-57.7% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.5%-36.2pp | 80.1%-46.8pp |
| Annual return | 20.48% | 25.74%-5.3pp | 28.67%-8.2pp | 217.08%-196.6pp |
| Employer contribution / active EE | $531 | $2,991-82.2% | $2,517-78.9% | $4,299-87.6% |
| Participant deferral / active EE | $1,207 | $4,809-74.9% | $4,155-71.0% | $6,507-81.5% |
| Admin fee / account holder | $233 | $8,563-97.3% | $7,231-96.8% | $12,624-98.2% |