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 | $124,145 | $124,281-0.1% | $109,143+13.7% | $167,490-25.9% |
| Participation rate | 35.0% | 79.4%-44.4pp | 75.9%-40.9pp | 82.1%-47.1pp |
| Annual return | 11.60% | 26.04%-14.4pp | 25.75%-14.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $872 | $4,207-79.3% | $3,722-76.6% | $4,837-82.0% |
| Participant deferral / active EE | $2,920 | $5,255-44.4% | $4,653-37.2% | $6,341-54.0% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |