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 7-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 | $11,038 | $81,248-86.4% | $155,509-92.9% | $80,856-86.3% |
| Participation rate | 39.6% | 66.2%-26.6pp | 78.2%-38.6pp | 67.6%-28.1pp |
| Annual return | 11.59% | 33.31%-21.7pp | 64.67%-53.1pp | 35.59%-24.0pp |
| Employer contribution / active EE | $638 | $3,100-79.4% | $4,672-86.3% | $2,755-76.8% |
| Participant deferral / active EE | $1,325 | $3,452-61.6% | $5,626-76.5% | $4,296-69.2% |
| Admin fee / account holder | $264 | $7,997-96.7% | $15,912-98.3% | $6,918-96.2% |