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 | $35,943 | $109,881-67.3% | $150,045-76.0% | $84,808-57.6% |
| Participation rate | 42.4% | 76.1%-33.7pp | 82.3%-39.9pp | 68.3%-25.9pp |
| Annual return | 26.23% | 28.25%-2.0pp | 62.55%-36.3pp | 40.90%-14.7pp |
| Employer contribution / active EE | $1,030 | $3,561-71.1% | $4,693-78.1% | $2,631-60.9% |
| Participant deferral / active EE | $3,821 | $6,636-42.4% | $7,997-52.2% | $4,212-9.3% |
| Admin fee / account holder | $201 | $8,568-97.7% | $13,435-98.5% | $7,344-97.3% |