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 | $70,845 | $78,672-9.9% | $109,143-35.1% | $85,850-17.5% |
| Participation rate | 51.9% | 68.3%-16.4pp | 75.9%-24.0pp | 69.3%-17.5pp |
| Annual return | 13.74% | 25.09%-11.4pp | 25.75%-12.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $684 | $2,735-75.0% | $3,722-81.6% | $2,565-73.3% |
| Participant deferral / active EE | $2,117 | $3,467-38.9% | $4,653-54.5% | $3,952-46.4% |
| Admin fee / account holder | $38 | $5,469-99.3% | $6,752-99.4% | $6,260-99.4% |