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 5-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 | $34,989 | $76,407-54.2% | $150,298-76.7% | $82,448-57.6% |
| Participation rate | 40.7% | 66.4%-25.7pp | 77.8%-37.0pp | 68.1%-27.3pp |
| Annual return | 13.85% | 39.99%-26.1pp | 62.79%-48.9pp | 41.64%-27.8pp |
| Employer contribution / active EE | $875 | $2,614-66.5% | $4,154-78.9% | $2,551-65.7% |
| Participant deferral / active EE | $2,083 | $3,214-35.2% | $5,453-61.8% | $4,139-49.7% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |