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 6-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 | $17,078 | $77,899-78.1% | $149,673-88.6% | $75,163-77.3% |
| Participation rate | 47.8% | 65.6%-17.8pp | 78.8%-30.9pp | 67.2%-19.4pp |
| Annual return | 34.41% | 31.72%+2.7pp | 134.42%-100.0pp | 160.62%-126.2pp |
| Employer contribution / active EE | $749 | $3,137-76.1% | $4,818-84.5% | $2,670-72.0% |
| Participant deferral / active EE | $2,752 | $3,411-19.3% | $5,680-51.6% | $4,125-33.3% |
| Admin fee / account holder | $230 | $5,956-96.1% | $13,210-98.3% | $5,651-95.9% |