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 | $56,095 | $72,277-22.4% | $101,248-44.6% | $79,858-29.8% |
| Participation rate | 39.3% | 68.5%-29.2pp | 75.8%-36.5pp | 69.6%-30.3pp |
| Annual return | 13.81% | 22.30%-8.5pp | 46.47%-32.7pp | 31.71%-17.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,012 | $3,282-38.7% | $4,370-54.0% | $3,740-46.2% |
| Admin fee / account holder | $9 | $4,400-99.8% | $5,945-99.8% | $5,306-99.8% |