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 | $46,604 | $51,576-9.6% | $129,207-63.9% | $80,856-42.4% |
| Participation rate | 38.6% | 57.0%-18.4pp | 69.6%-31.0pp | 67.6%-29.0pp |
| Annual return | 13.80% | 20.81%-7.0pp | 9417.33%-9403.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,400 | $1,584-11.6% | $4,153-66.3% | $2,755-49.2% |
| Participant deferral / active EE | $2,584 | $2,669-3.2% | $4,168-38.0% | $4,296-39.8% |
| Admin fee / account holder | $4 | $4,305-99.9% | $7,715-100.0% | $6,918-99.9% |