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 | $29,769 | $140,588-78.8% | $123,104-75.8% | $125,391-76.3% |
| Participation rate | 42.9% | 88.2%-45.3pp | 86.8%-43.9pp | 83.2%-40.3pp |
| Annual return | 13.43% | 16.80%-3.4pp | 13.22%+0.2pp | 282.22%-268.8pp |
| Employer contribution / active EE | $1,743 | $6,041-71.2% | $5,151-66.2% | $4,866-64.2% |
| Participant deferral / active EE | $2,356 | $6,980-66.3% | $6,230-62.2% | $5,352-56.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |