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 10-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 | $61,674 | $77,899-20.8% | $149,673-58.8% | $75,163-17.9% |
| Participation rate | 39.3% | 65.6%-26.3pp | 78.8%-39.5pp | 67.2%-27.9pp |
| Annual return | 16.92% | 31.72%-14.8pp | 134.42%-117.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $920 | $3,137-70.7% | $4,818-80.9% | $2,670-65.5% |
| Participant deferral / active EE | $1,669 | $3,411-51.1% | $5,680-70.6% | $4,125-59.5% |
| Admin fee / account holder | $199 | $5,956-96.7% | $13,210-98.5% | $5,651-96.5% |