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 | $12,676 | $118,427-89.3% | $66,042-80.8% | $142,382-91.1% |
| Participation rate | 45.5% | 68.1%-22.7pp | 67.5%-22.1pp | 80.1%-34.7pp |
| Annual return | 8.78% | 35.57%-26.8pp | 52.11%-43.3pp | 217.08%-208.3pp |
| Employer contribution / active EE | $245 | $2,570-90.5% | $1,579-84.5% | $4,299-94.3% |
| Participant deferral / active EE | $894 | $4,311-79.3% | $2,835-68.5% | $6,507-86.3% |
| Admin fee / account holder | $62 | $9,593-99.4% | $5,747-98.9% | $12,624-99.5% |