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 | $46,268 | $118,450-60.9% | $98,439-53.0% | $139,434-66.8% |
| Participation rate | 53.3% | 77.4%-24.1pp | 75.2%-21.8pp | 80.3%-27.0pp |
| Annual return | 16.26% | 18.94%-2.7pp | 21.16%-4.9pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,471 | $3,609-59.2% | $3,048-51.7% | $4,751-69.0% |
| Participant deferral / active EE | $3,695 | $5,392-31.5% | $4,738-22.0% | $6,710-44.9% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |