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 | $104,678 | $127,065-17.6% | $113,168-7.5% | $142,382-26.5% |
| Participation rate | 40.0% | 79.2%-39.2pp | 76.6%-36.6pp | 80.1%-40.1pp |
| Annual return | 12.87% | 24.03%-11.2pp | 24.27%-11.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,001 | $3,442-70.9% | $2,975-66.4% | $4,299-76.7% |
| Participant deferral / active EE | $1,896 | $5,716-66.8% | $5,107-62.9% | $6,507-70.9% |
| Admin fee / account holder | $3 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |