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 | $13,961 | $37,426-62.7% | $77,482-82.0% | $79,858-82.5% |
| Participation rate | 15.4% | 41.5%-26.1pp | 54.2%-38.8pp | 69.6%-54.2pp |
| Annual return | 26.13% | 39.70%-13.6pp | 54.79%-28.7pp | 31.71%-5.6pp |
| Employer contribution / active EE | $301 | $637-52.7% | $986-69.5% | $2,471-87.8% |
| Participant deferral / active EE | $399 | $1,260-68.3% | $1,861-78.6% | $3,740-89.3% |
| Admin fee / account holder | $20 | $2,504-99.2% | $2,858-99.3% | $5,306-99.6% |