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 3-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 | $29,310 | $80,717-63.7% | $154,803-81.1% | $84,808-65.4% |
| Participation rate | 19.4% | 66.8%-47.5pp | 78.1%-58.7pp | 68.3%-49.0pp |
| Annual return | 21.89% | 37.96%-16.1pp | 58.88%-37.0pp | 40.90%-19.0pp |
| Employer contribution / active EE | $426 | $2,761-84.6% | $4,305-90.1% | $2,631-83.8% |
| Participant deferral / active EE | $1,183 | $3,303-64.2% | $5,540-78.6% | $4,212-71.9% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |