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 | $34,466 | $59,839-42.4% | $81,983-58.0% | $79,858-56.8% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.2%-35.9pp | 69.6%-36.3pp |
| Annual return | 17.60% | 17.56%0pp | 41.31%-23.7pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,208 | $1,713-29.5% | $2,498-51.6% | $2,471-51.1% |
| Participant deferral / active EE | $1,816 | $2,695-32.6% | $3,722-51.2% | $3,740-51.4% |
| Admin fee / account holder | $299 | $4,287-93.0% | $5,664-94.7% | $5,306-94.4% |