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 | $65,802 | $127,065-48.2% | $113,168-41.9% | $142,382-53.8% |
| Participation rate | 55.6% | 79.2%-23.6pp | 76.6%-21.0pp | 80.1%-24.6pp |
| Annual return | 18.43% | 24.03%-5.6pp | 24.27%-5.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,812 | $3,442-47.3% | $2,975-39.1% | $4,299-57.8% |
| Participant deferral / active EE | $3,831 | $5,716-33.0% | $5,107-25.0% | $6,507-41.1% |
| Admin fee / account holder | $20 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |