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 | $60,952 | $76,552-20.4% | $123,892-50.8% | $62,891-3.1% |
| Participation rate | 30.3% | 73.0%-42.7pp | 81.4%-51.1pp | 69.3%-39.0pp |
| Annual return | 12.46% | 18.68%-6.2pp | 47.52%-35.1pp | 20.14%-7.7pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,900 | $4,840+21.9% | $5,984-1.4% | $3,203+84.2% |
| Admin fee / account holder | $117 | $4,826-97.6% | $8,357-98.6% | $4,296-97.3% |