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 | $39,261 | $113,339-65.4% | $94,993-58.7% | $147,584-73.4% |
| Participation rate | 54.5% | 78.0%-23.4pp | 73.9%-19.3pp | 82.8%-28.3pp |
| Annual return | 18.00% | 20.77%-2.8pp | 27.12%-9.1pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,418 | $3,160-55.1% | $2,603-45.5% | $4,876-70.9% |
| Participant deferral / active EE | $3,964 | $3,777+4.9% | $3,317+19.5% | $5,439-27.1% |
| Admin fee / account holder | $131 | $6,063-97.8% | $4,960-97.4% | $10,885-98.8% |