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 | $34,425 | $50,972-32.5% | $88,538-61.1% | $72,985-52.8% |
| Participation rate | 46.3% | 63.4%-17.1pp | 68.7%-22.4pp | 69.5%-23.2pp |
| Annual return | 19.61% | 29.62%-10.0pp | 43.64%-24.0pp | 81.00%-61.4pp |
| Employer contribution / active EE | $0 | $1,475-100.0% | $2,098-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $914 | $2,230-59.0% | $2,914-68.6% | $3,607-74.7% |
| Admin fee / account holder | $88 | $3,230-97.3% | $4,310-98.0% | $5,124-98.3% |