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 7-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 | $13,614 | $37,426-63.6% | $77,482-82.4% | $79,858-83.0% |
| Participation rate | 25.8% | 41.5%-15.7pp | 54.2%-28.4pp | 69.6%-43.9pp |
| Annual return | 50.70% | 39.70%+11.0pp | 54.79%-4.1pp | 31.71%+19.0pp |
| Employer contribution / active EE | $429 | $637-32.5% | $986-56.5% | $2,471-82.6% |
| Participant deferral / active EE | $1,210 | $1,260-4.0% | $1,861-35.0% | $3,740-67.7% |
| Admin fee / account holder | $215 | $2,504-91.4% | $2,858-92.5% | $5,306-95.9% |