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 | $15,079 | $49,227-69.4% | $70,449-78.6% | $79,858-81.1% |
| Participation rate | 61.8% | 69.2%-7.4pp | 75.1%-13.3pp | 69.6%-7.9pp |
| Annual return | 26.28% | 30.06%-3.8pp | 109.03%-82.8pp | 31.71%-5.4pp |
| Employer contribution / active EE | $636 | $2,099-69.7% | $2,737-76.8% | $2,471-74.3% |
| Participant deferral / active EE | $1,983 | $2,768-28.4% | $3,709-46.5% | $3,740-47.0% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |