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 | $38,611 | $89,355-56.8% | $141,162-72.6% | $72,985-47.1% |
| Participation rate | 55.2% | 75.1%-19.9pp | 82.5%-27.3pp | 69.5%-14.3pp |
| Annual return | 23.37% | 111.85%-88.5pp | 71.39%-48.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,231 | $3,114-60.5% | $4,735-74.0% | $2,440-49.5% |
| Participant deferral / active EE | $3,074 | $5,418-43.3% | $6,709-54.2% | $3,607-14.8% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |