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 | $44,607 | $52,681-15.3% | $75,781-41.1% | $59,632-25.2% |
| Participation rate | 26.1% | 67.2%-41.1pp | 75.8%-49.7pp | 68.7%-42.6pp |
| Annual return | 5.42% | 2.95%+2.5pp | 9.68%-4.3pp | 2041.28%-2035.9pp |
| Employer contribution / active EE | $942 | $2,193-57.1% | $3,323-71.7% | $2,203-57.3% |
| Participant deferral / active EE | $2,420 | $2,591-6.6% | $3,651-33.7% | $3,192-24.2% |
| Admin fee / account holder | $8 | $3,610-99.8% | $5,299-99.8% | $4,297-99.8% |