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 | $18,774 | $80,717-76.7% | $154,803-87.9% | $84,808-77.9% |
| Participation rate | 24.2% | 66.8%-42.6pp | 78.1%-53.8pp | 68.3%-44.1pp |
| Annual return | 21.93% | 37.96%-16.0pp | 58.88%-37.0pp | 40.90%-19.0pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,222 | $3,303-63.0% | $5,540-77.9% | $4,212-71.0% |
| Admin fee / account holder | $66 | $6,746-99.0% | $14,329-99.5% | $7,344-99.1% |