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 | $37,463 | $64,324-41.8% | $118,925-68.5% | $79,858-53.1% |
| Participation rate | 48.1% | 64.9%-16.7pp | 75.4%-27.2pp | 69.6%-21.5pp |
| Annual return | 13.17% | 86.45%-73.3pp | 35.88%-22.7pp | 31.71%-18.5pp |
| Employer contribution / active EE | $524 | $1,836-71.4% | $3,263-83.9% | $2,471-78.8% |
| Participant deferral / active EE | $1,600 | $2,824-43.3% | $4,265-62.5% | $3,740-57.2% |
| Admin fee / account holder | $264 | $4,040-93.5% | $6,581-96.0% | $5,306-95.0% |