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 | $23,899 | $58,512-59.2% | $84,015-71.6% | $72,985-67.3% |
| Participation rate | 31.0% | 61.2%-30.3pp | 69.0%-38.1pp | 69.5%-38.5pp |
| Annual return | 36.86% | 28.93%+7.9pp | 71.31%-34.4pp | 81.00%-44.1pp |
| Employer contribution / active EE | $1,207 | $1,163+3.8% | $1,983-39.1% | $2,440-50.5% |
| Participant deferral / active EE | $2,359 | $2,394-1.4% | $3,239-27.2% | $3,607-34.6% |
| Admin fee / account holder | $73 | $4,569-98.4% | $6,101-98.8% | $5,124-98.6% |