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 | $17,850 | $59,839-70.2% | $81,983-78.2% | $79,858-77.6% |
| Participation rate | 22.8% | 61.6%-38.8pp | 69.2%-46.4pp | 69.6%-46.8pp |
| Annual return | 24.82% | 17.56%+7.3pp | 41.31%-16.5pp | 31.71%-6.9pp |
| Employer contribution / active EE | $769 | $1,713-55.1% | $2,498-69.2% | $2,471-68.9% |
| Participant deferral / active EE | $1,032 | $2,695-61.7% | $3,722-72.3% | $3,740-72.4% |
| Admin fee / account holder | $192 | $4,287-95.5% | $5,664-96.6% | $5,306-96.4% |