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 | $44,040 | $65,365-32.6% | $92,893-52.6% | $72,985-39.7% |
| Participation rate | 26.7% | 68.3%-41.6pp | 76.0%-49.3pp | 69.5%-42.8pp |
| Annual return | 23.75% | 42.10%-18.4pp | 109.41%-85.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,158 | $2,594-55.4% | $3,653-68.3% | $2,440-52.5% |
| Participant deferral / active EE | $2,164 | $3,128-30.8% | $4,236-48.9% | $3,607-40.0% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |