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 | $61,129 | $112,729-45.8% | $98,716-38.1% | $137,256-55.5% |
| Participation rate | 55.0% | 74.2%-19.2pp | 69.3%-14.3pp | 80.0%-25.0pp |
| Annual return | 14.22% | 38.48%-24.3pp | 31.81%-17.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,594 | $2,725-41.5% | $2,279-30.1% | $4,156-61.7% |
| Participant deferral / active EE | $3,617 | $4,640-22.0% | $4,048-10.6% | $6,407-43.5% |
| Admin fee / account holder | $266 | $10,129-97.4% | $8,703-96.9% | $12,270-97.8% |