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 | $40,010 | $105,931-62.2% | $81,930-51.2% | $158,922-74.8% |
| Participation rate | 36.4% | 75.6%-39.2pp | 72.0%-35.6pp | 82.0%-45.6pp |
| Annual return | 12.75% | 38.17%-25.4pp | 29.49%-16.7pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,116 | $7,800-85.7% | $4,310-74.1% | $4,761-76.6% |
| Participant deferral / active EE | $4,209 | $13,003-67.6% | $7,107-40.8% | $5,982-29.6% |
| Admin fee / account holder | $123 | $8,489-98.6% | $5,158-97.6% | $11,246-98.9% |