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 | $61,650 | $117,983-47.7% | $101,794-39.4% | $142,382-56.7% |
| Participation rate | 64.3% | 74.2%-9.9pp | 69.2%-4.9pp | 80.1%-15.8pp |
| Annual return | 15.75% | 36.92%-21.2pp | 30.53%-14.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,073 | $2,773-61.3% | $2,289-53.1% | $4,299-75.0% |
| Participant deferral / active EE | $1,891 | $4,714-59.9% | $4,084-53.7% | $6,507-70.9% |
| Admin fee / account holder | $11 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |