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 | $52,560 | $87,013-39.6% | $106,213-50.5% | $80,856-35.0% |
| Participation rate | 22.4% | 70.4%-48.0pp | 75.3%-52.8pp | 67.6%-45.2pp |
| Annual return | 14.87% | 17.05%-2.2pp | 116.14%-101.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $911 | $2,395-62.0% | $3,171-71.3% | $2,755-66.9% |
| Participant deferral / active EE | $2,683 | $3,986-32.7% | $5,016-46.5% | $4,296-37.6% |
| Admin fee / account holder | $0 | $8,431-100.0% | $11,033-100.0% | $6,918-100.0% |