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 | $31,417 | $124,281-74.7% | $109,143-71.2% | $167,490-81.2% |
| Participation rate | 55.6% | 79.4%-23.9pp | 75.9%-20.3pp | 82.1%-26.5pp |
| Annual return | 15.59% | 26.04%-10.4pp | 25.75%-10.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,194 | $4,207-71.6% | $3,722-67.9% | $4,837-75.3% |
| Participant deferral / active EE | $5,303 | $5,255+0.9% | $4,653+14.0% | $6,341-16.4% |
| Admin fee / account holder | $14 | $7,970-99.8% | $6,752-99.8% | $12,309-99.9% |