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 | $63,921 | $89,753-28.8% | $107,525-40.6% | $84,808-24.6% |
| Participation rate | 32.3% | 68.1%-35.8pp | 75.1%-42.8pp | 68.3%-36.1pp |
| Annual return | 18.04% | 29.48%-11.4pp | 181.32%-163.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,367 | $3,113-56.1% | $3,754-63.6% | $2,631-48.1% |
| Participant deferral / active EE | $2,649 | $4,056-34.7% | $5,116-48.2% | $4,212-37.1% |
| Admin fee / account holder | $12 | $7,222-99.8% | $8,919-99.9% | $7,344-99.8% |