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 | $25,237 | $80,717-68.7% | $154,803-83.7% | $84,808-70.2% |
| Participation rate | 39.4% | 66.8%-27.4pp | 78.1%-38.7pp | 68.3%-28.9pp |
| Annual return | 16.25% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $898 | $2,761-67.5% | $4,305-79.1% | $2,631-65.9% |
| Participant deferral / active EE | $1,600 | $3,303-51.6% | $5,540-71.1% | $4,212-62.0% |
| Admin fee / account holder | $251 | $6,746-96.3% | $14,329-98.2% | $7,344-96.6% |