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 | $57,614 | $154,117-62.6% | $129,995-55.7% | $139,434-58.7% |
| Participation rate | 55.0% | 82.0%-27.0pp | 78.5%-23.5pp | 80.3%-25.3pp |
| Annual return | 16.75% | 32.48%-15.7pp | -137.18%+153.9pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,936 | $5,289-63.4% | $4,320-55.2% | $4,751-59.3% |
| Participant deferral / active EE | $2,639 | $6,710-60.7% | $5,820-54.7% | $6,710-60.7% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |