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 | $56,960 | $60,022-5.1% | $88,946-36.0% | $84,808-32.8% |
| Participation rate | 42.4% | 57.8%-15.4pp | 68.8%-26.4pp | 68.3%-25.9pp |
| Annual return | 20.36% | 22.43%-2.1pp | 57.82%-37.5pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,320 | $1,703-22.5% | $2,555-48.3% | $2,631-49.8% |
| Participant deferral / active EE | $1,779 | $3,114-42.9% | $4,581-61.2% | $4,212-57.8% |
| Admin fee / account holder | $130 | $4,811-97.3% | $8,261-98.4% | $7,344-98.2% |