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 9-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 | $31,642 | $42,886-26.2% | $88,946-64.4% | $85,563-63.0% |
| Participation rate | 5.1% | 37.9%-32.8pp | 68.8%-63.7pp | 66.0%-60.9pp |
| Annual return | 16.67% | 44.56%-27.9pp | 57.82%-41.1pp | 31.51%-14.8pp |
| Employer contribution / active EE | $120 | $1,147-89.6% | $2,555-95.3% | $2,654-95.5% |
| Participant deferral / active EE | $274 | $2,108-87.0% | $4,581-94.0% | $4,375-93.7% |
| Admin fee / account holder | $245 | $2,263-89.2% | $8,261-97.0% | $834-70.7% |