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 9-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 | $57,959 | $211,958-72.7% | $169,463-65.8% | $135,375-57.2% |
| Participation rate | 31.6% | 82.6%-51.1pp | 77.8%-46.2pp | 82.6%-51.1pp |
| Annual return | 1.06% | 3.26%-2.2pp | 1.83%-0.8pp | 519.73%-518.7pp |
| Employer contribution / active EE | $968 | $5,120-81.1% | $4,159-76.7% | $4,779-79.7% |
| Participant deferral / active EE | $2,042 | $6,075-66.4% | $5,277-61.3% | $5,609-63.6% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |