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 | $6,662 | $57,590-88.4% | $86,233-92.3% | $82,448-91.9% |
| Participation rate | 51.1% | 57.9%-6.8pp | 69.0%-18.0pp | 68.1%-17.0pp |
| Annual return | 21.39% | 22.41%-1.0pp | 61.39%-40.0pp | 41.64%-20.3pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $884 | $3,080-71.3% | $4,559-80.6% | $4,139-78.6% |
| Admin fee / account holder | $266 | $4,730-94.4% | $8,342-96.8% | $7,234-96.3% |