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 | $25,850 | $60,022-56.9% | $88,946-70.9% | $84,808-69.5% |
| Participation rate | 50.0% | 57.8%-7.8pp | 68.8%-18.8pp | 68.3%-18.3pp |
| Annual return | 17.26% | 22.43%-5.2pp | 57.82%-40.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $614 | $1,703-64.0% | $2,555-76.0% | $2,631-76.7% |
| Participant deferral / active EE | $1,592 | $3,114-48.9% | $4,581-65.2% | $4,212-62.2% |
| Admin fee / account holder | $138 | $4,811-97.1% | $8,261-98.3% | $7,344-98.1% |