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 | $43,132 | $91,552-52.9% | $133,956-67.8% | $79,858-46.0% |
| Participation rate | 31.7% | 73.3%-41.6pp | 79.8%-48.1pp | 69.6%-37.9pp |
| Annual return | 22.57% | 61.85%-39.3pp | 45.09%-22.5pp | 31.71%-9.1pp |
| Employer contribution / active EE | $798 | $2,384-66.5% | $3,919-79.6% | $2,471-67.7% |
| Participant deferral / active EE | $2,214 | $3,733-40.7% | $5,048-56.1% | $3,740-40.8% |
| Admin fee / account holder | $2 | $6,321-100.0% | $8,927-100.0% | $5,306-100.0% |