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 | $19,315 | $57,065-66.2% | $75,670-74.5% | $70,131-72.5% |
| Participation rate | 46.7% | 68.1%-21.4pp | 72.3%-25.6pp | 69.5%-22.8pp |
| Annual return | 12.25% | 23.57%-11.3pp | 27.34%-15.1pp | 73.14%-60.9pp |
| Employer contribution / active EE | $573 | $1,817-68.5% | $2,352-75.6% | $2,342-75.5% |
| Participant deferral / active EE | $1,191 | $2,580-53.8% | $3,142-62.1% | $3,332-64.3% |
| Admin fee / account holder | $250 | $3,825-93.5% | $5,800-95.7% | $4,645-94.6% |