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 | $9,506 | $37,426-74.6% | $77,482-87.7% | $79,858-88.1% |
| Participation rate | 62.7% | 41.5%+21.2pp | 54.2%+8.6pp | 69.6%-6.9pp |
| Annual return | 16.91% | 39.70%-22.8pp | 54.79%-37.9pp | 31.71%-14.8pp |
| Employer contribution / active EE | $488 | $637-23.3% | $986-50.5% | $2,471-80.2% |
| Participant deferral / active EE | $1,388 | $1,260+10.2% | $1,861-25.4% | $3,740-62.9% |
| Admin fee / account holder | $188 | $2,504-92.5% | $2,858-93.4% | $5,306-96.5% |