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 | $56,339 | $47,848+17.7% | $81,478-30.9% | $70,131-19.7% |
| Participation rate | 11.8% | 58.3%-46.5pp | 68.0%-56.2pp | 69.5%-57.8pp |
| Annual return | 13.63% | 27.25%-13.6pp | 38.78%-25.1pp | 73.14%-59.5pp |
| Employer contribution / active EE | $571 | $1,527-62.6% | $2,568-77.8% | $2,342-75.6% |
| Participant deferral / active EE | $853 | $2,453-65.2% | $3,537-75.9% | $3,332-74.4% |
| Admin fee / account holder | $54 | $3,145-98.3% | $4,561-98.8% | $4,645-98.8% |