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 | $29,990 | $46,674-35.7% | $117,472-74.5% | $68,494-56.2% |
| Participation rate | 30.0% | 56.8%-26.8pp | 70.6%-40.6pp | 67.9%-37.9pp |
| Annual return | 15.22% | -14.52%+29.7pp | 29.74%-14.5pp | -7.84%+23.1pp |
| Employer contribution / active EE | $449 | $1,505-70.1% | $4,176-89.2% | $2,596-82.7% |
| Participant deferral / active EE | $1,718 | $2,636-34.8% | $4,070-57.8% | $4,027-57.4% |
| Admin fee / account holder | $276 | $4,020-93.1% | $5,645-95.1% | $5,403-94.9% |