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 | $70,882 | $110,257-35.7% | $96,544-26.6% | $139,434-49.2% |
| Participation rate | 30.4% | 78.1%-47.7pp | 76.0%-45.5pp | 80.3%-49.9pp |
| Annual return | 12.30% | 26.32%-14.0pp | 25.84%-13.5pp | 372.94%-360.6pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,905 | $5,548-47.6% | $4,851-40.1% | $6,710-56.7% |
| Admin fee / account holder | $138 | $11,591-98.8% | $8,252-98.3% | $11,403-98.8% |