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 | $57,590-55.1% | $86,233-70.0% | $82,448-68.6% |
| Participation rate | 50.0% | 57.9%-7.9pp | 69.0%-19.0pp | 68.1%-18.1pp |
| Annual return | 17.26% | 22.41%-5.2pp | 61.39%-44.1pp | 41.64%-24.4pp |
| Employer contribution / active EE | $614 | $1,655-62.9% | $2,504-75.5% | $2,551-76.0% |
| Participant deferral / active EE | $1,592 | $3,080-48.3% | $4,559-65.1% | $4,139-61.5% |
| Admin fee / account holder | $138 | $4,730-97.1% | $8,342-98.3% | $7,234-98.1% |