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 | $79,832 | $106,584-25.1% | $101,326-21.2% | $142,382-43.9% |
| Participation rate | 46.7% | 82.7%-36.0pp | 81.5%-34.8pp | 80.1%-33.5pp |
| Annual return | 16.09% | 36.93%-20.8pp | 36.82%-20.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,407 | $8,297-71.0% | $7,994-69.9% | $6,507-63.0% |
| Admin fee / account holder | $260 | $11,446-97.7% | $11,185-97.7% | $12,624-97.9% |