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 | $31,034 | $46,869-33.8% | $122,332-74.6% | $70,131-55.7% |
| Participation rate | 45.5% | 58.2%-12.7pp | 71.6%-26.2pp | 69.5%-24.1pp |
| Annual return | 20.03% | 24.22%-4.2pp | 30.27%-10.2pp | 73.14%-53.1pp |
| Employer contribution / active EE | $1,054 | $1,288-18.2% | $4,050-74.0% | $2,342-55.0% |
| Participant deferral / active EE | $1,963 | $2,166-9.4% | $3,287-40.3% | $3,332-41.1% |
| Admin fee / account holder | $0 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |