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 | $96,898 | $80,968+19.7% | $96,544+0.4% | $75,163+28.9% |
| Participation rate | 45.2% | 71.8%-26.6pp | 76.0%-30.8pp | 67.2%-22.0pp |
| Annual return | 14.12% | 27.06%-12.9pp | 25.84%-11.7pp | 160.62%-146.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,003 | $3,928-23.5% | $4,851-38.1% | $4,125-27.2% |
| Admin fee / account holder | $18 | $6,724-99.7% | $8,252-99.8% | $5,651-99.7% |