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 | $42,533 | $65,365-34.9% | $92,893-54.2% | $72,985-41.7% |
| Participation rate | 51.8% | 68.3%-16.5pp | 76.0%-24.2pp | 69.5%-17.7pp |
| Annual return | 22.77% | 42.10%-19.3pp | 109.41%-86.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,239 | $2,594-52.2% | $3,653-66.1% | $2,440-49.2% |
| Participant deferral / active EE | $1,968 | $3,128-37.1% | $4,236-53.5% | $3,607-45.4% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |