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 5-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 | $24,815 | $81,248-69.5% | $155,509-84.0% | $80,856-69.3% |
| Participation rate | 51.4% | 66.2%-14.8pp | 78.2%-26.8pp | 67.6%-16.2pp |
| Annual return | 14.95% | 33.31%-18.4pp | 64.67%-49.7pp | 35.59%-20.6pp |
| Employer contribution / active EE | $436 | $3,100-85.9% | $4,672-90.7% | $2,755-84.2% |
| Participant deferral / active EE | $2,320 | $3,452-32.8% | $5,626-58.8% | $4,296-46.0% |
| Admin fee / account holder | $249 | $7,997-96.9% | $15,912-98.4% | $6,918-96.4% |