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 | $74,149 | $74,927-1.0% | $101,794-27.2% | $84,808-12.6% |
| Participation rate | 36.1% | 61.4%-25.3pp | 69.2%-33.0pp | 68.3%-32.2pp |
| Annual return | 18.56% | 18.70%-0.1pp | 30.53%-12.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $594 | $1,522-60.9% | $2,289-74.0% | $2,631-77.4% |
| Participant deferral / active EE | $2,479 | $3,099-20.0% | $4,084-39.3% | $4,212-41.1% |
| Admin fee / account holder | $106 | $6,514-98.4% | $8,777-98.8% | $7,344-98.6% |