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 | $19,002 | $76,407-75.1% | $150,298-87.4% | $82,448-77.0% |
| Participation rate | 55.3% | 66.4%-11.1pp | 77.8%-22.5pp | 68.1%-12.8pp |
| Annual return | 13.94% | 39.99%-26.1pp | 62.79%-48.8pp | 41.64%-27.7pp |
| Employer contribution / active EE | $933 | $2,614-64.3% | $4,154-77.5% | $2,551-63.4% |
| Participant deferral / active EE | $1,699 | $3,214-47.1% | $5,453-68.8% | $4,139-58.9% |
| Admin fee / account holder | $238 | $6,352-96.2% | $14,116-98.3% | $7,234-96.7% |