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 | $29,609 | $61,605-51.9% | $112,229-73.6% | $75,163-60.6% |
| Participation rate | 37.1% | 61.7%-24.5pp | 72.4%-35.3pp | 67.2%-30.0pp |
| Annual return | 14.74% | 28.47%-13.7pp | 30.20%-15.5pp | 160.62%-145.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,430-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,971 | $3,108-36.6% | $4,798-58.9% | $4,125-52.2% |
| Admin fee / account holder | $100 | $4,862-97.9% | $7,748-98.7% | $5,651-98.2% |