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 | $22,144 | $108,172-79.5% | $77,482-71.4% | $158,922-86.1% |
| Participation rate | 37.5% | 64.4%-26.9pp | 54.2%-16.7pp | 82.0%-44.5pp |
| Annual return | 17.99% | 31.67%-13.7pp | 54.79%-36.8pp | 302.83%-284.8pp |
| Employer contribution / active EE | $655 | $1,325-50.6% | $986-33.6% | $4,761-86.2% |
| Participant deferral / active EE | $2,671 | $2,456+8.8% | $1,861+43.5% | $5,982-55.3% |
| Admin fee / account holder | $76 | $3,708-97.9% | $2,858-97.3% | $11,246-99.3% |