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 | $71,383 | $127,065-43.8% | $113,168-36.9% | $142,382-49.9% |
| Participation rate | 35.3% | 79.2%-43.9pp | 76.6%-41.3pp | 80.1%-44.8pp |
| Annual return | 14.64% | 24.03%-9.4pp | 24.27%-9.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $938 | $3,442-72.7% | $2,975-68.5% | $4,299-78.2% |
| Participant deferral / active EE | $3,106 | $5,716-45.7% | $5,107-39.2% | $6,507-52.3% |
| Admin fee / account holder | $56 | $15,736-99.6% | $12,068-99.5% | $12,624-99.6% |