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 | $61,054 | $83,477-26.9% | $125,175-51.2% | $72,985-16.3% |
| Participation rate | 34.3% | 73.3%-39.0pp | 79.8%-45.5pp | 69.5%-35.2pp |
| Annual return | 20.76% | 25.78%-5.0pp | 43.79%-23.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,711 | $3,585-24.4% | $4,937-45.1% | $3,607-24.9% |
| Admin fee / account holder | $23 | $5,517-99.6% | $9,702-99.8% | $5,124-99.6% |