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 | $43,719 | $85,766-49.0% | $136,294-67.9% | $70,131-37.7% |
| Participation rate | 22.5% | 74.2%-51.7pp | 81.9%-59.4pp | 69.5%-47.0pp |
| Annual return | 25.80% | 31.45%-5.7pp | 5155.94%-5130.1pp | 73.14%-47.3pp |
| Employer contribution / active EE | $1,566 | $2,966-47.2% | $4,695-66.7% | $2,342-33.2% |
| Participant deferral / active EE | $3,639 | $5,051-28.0% | $6,247-41.7% | $3,332+9.2% |
| Admin fee / account holder | $104 | $5,420-98.1% | $9,243-98.9% | $4,645-97.8% |