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 4-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 | $14,913 | $80,717-81.5% | $154,803-90.4% | $84,808-82.4% |
| Participation rate | 61.3% | 66.8%-5.5pp | 78.1%-16.8pp | 68.3%-7.0pp |
| Annual return | 18.21% | 37.96%-19.7pp | 58.88%-40.7pp | 40.90%-22.7pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,379 | $3,303-28.0% | $5,540-57.1% | $4,212-43.5% |
| Admin fee / account holder | $42 | $6,746-99.4% | $14,329-99.7% | $7,344-99.4% |