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 | $116,167-89.1% | $64,489-80.3% | $137,256-90.8% |
| Participation rate | 45.5% | 68.2%-22.7pp | 67.7%-22.2pp | 80.0%-34.5pp |
| Annual return | 8.78% | 36.55%-27.8pp | 55.03%-46.2pp | 220.34%-211.6pp |
| Employer contribution / active EE | $245 | $2,483-90.1% | $1,523-83.9% | $4,156-94.1% |
| Participant deferral / active EE | $894 | $4,215-78.8% | $2,778-67.8% | $6,407-86.0% |
| Admin fee / account holder | $62 | $6,188-99.0% | $4,260-98.5% | $12,270-99.5% |