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 | $24,509 | $69,362-64.7% | $101,248-75.8% | $73,488-66.6% |
| Participation rate | 42.0% | 68.4%-26.4pp | 75.8%-33.8pp | 70.7%-28.7pp |
| Annual return | 23.90% | 18.46%+5.4pp | 46.47%-22.6pp | 28.51%-4.6pp |
| Employer contribution / active EE | $718 | $2,628-72.7% | $3,660-80.4% | $2,270-68.4% |
| Participant deferral / active EE | $1,567 | $3,300-52.5% | $4,370-64.1% | $3,740-58.1% |
| Admin fee / account holder | $149 | $704-78.8% | $5,945-97.5% | $513-71.0% |