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 | $26,205 | $52,279-49.9% | $89,391-70.7% | $79,858-67.2% |
| Participation rate | 9.8% | 57.5%-47.7pp | 68.0%-58.1pp | 69.6%-59.8pp |
| Annual return | 18.31% | 22.16%-3.8pp | 245.62%-227.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $369 | $1,572-76.5% | $2,586-85.7% | $2,471-85.1% |
| Participant deferral / active EE | $1,393 | $2,740-49.2% | $3,890-64.2% | $3,740-62.8% |
| Admin fee / account holder | $60 | $3,356-98.2% | $4,881-98.8% | $5,306-98.9% |