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 | $20,118 | $53,777-62.6% | $134,143-85.0% | $79,858-74.8% |
| Participation rate | 28.3% | 58.8%-30.5pp | 72.2%-43.9pp | 69.6%-41.4pp |
| Annual return | 13.03% | 19.01%-6.0pp | 36.33%-23.3pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $922 | $2,420-61.9% | $3,499-73.7% | $3,740-75.4% |
| Admin fee / account holder | $74 | $3,984-98.1% | $6,684-98.9% | $5,306-98.6% |