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 | $68,744 | $99,985-31.2% | $146,665-53.1% | $85,850-19.9% |
| Participation rate | 43.2% | 73.1%-29.8pp | 80.1%-36.8pp | 69.3%-26.1pp |
| Annual return | 14.97% | 18.93%-4.0pp | 22.74%-7.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,314 | $2,559-48.7% | $4,136-68.2% | $2,565-48.8% |
| Participant deferral / active EE | $3,602 | $4,006-10.1% | $5,506-34.6% | $3,952-8.9% |
| Admin fee / account holder | $45 | $7,702-99.4% | $10,280-99.6% | $6,260-99.3% |