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 | $7,227 | $37,426-80.7% | $77,482-90.7% | $79,858-91.0% |
| Participation rate | 34.8% | 41.5%-6.7pp | 54.2%-19.4pp | 69.6%-34.9pp |
| Annual return | 22.18% | 39.70%-17.5pp | 54.79%-32.6pp | 31.71%-9.5pp |
| Employer contribution / active EE | $221 | $637-65.2% | $986-77.6% | $2,471-91.0% |
| Participant deferral / active EE | $520 | $1,260-58.7% | $1,861-72.1% | $3,740-86.1% |
| Admin fee / account holder | $0 | $2,504-100.0% | $2,858-100.0% | $5,306-100.0% |