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 9-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 | $16,176 | $37,426-56.8% | $77,482-79.1% | $79,858-79.7% |
| Participation rate | 66.7% | 41.5%+25.2pp | 54.2%+12.5pp | 69.6%-3.0pp |
| Annual return | 19.74% | 39.70%-20.0pp | 54.79%-35.0pp | 31.71%-12.0pp |
| Employer contribution / active EE | $640 | $637+0.5% | $986-35.2% | $2,471-74.1% |
| Participant deferral / active EE | $1,973 | $1,260+56.6% | $1,861+6.0% | $3,740-47.3% |
| Admin fee / account holder | $256 | $2,504-89.8% | $2,858-91.1% | $5,306-95.2% |