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 6-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 | $17,652 | $22,587-21.8% | $65,255-72.9% | $75,163-76.5% |
| Participation rate | 22.4% | 63.1%-40.7pp | 65.0%-42.5pp | 67.2%-44.8pp |
| Annual return | 23.30% | 71.03%-47.7pp | 47.35%-24.1pp | 160.62%-137.3pp |
| Employer contribution / active EE | $484 | $941-48.5% | $1,691-71.4% | $2,670-81.9% |
| Participant deferral / active EE | $888 | $1,695-47.6% | $2,831-68.6% | $4,125-78.5% |
| Admin fee / account holder | $35 | $1,876-98.1% | $4,112-99.2% | $5,651-99.4% |