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 | $47,050 | $75,963-38.1% | $97,995-52.0% | $70,131-32.9% |
| Participation rate | 43.2% | 77.0%-33.7pp | 82.4%-39.1pp | 69.5%-26.3pp |
| Annual return | 18.99% | 19.26%-0.3pp | 23.94%-4.9pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,335 | $3,278-59.3% | $4,158-67.9% | $2,342-43.0% |
| Participant deferral / active EE | $3,126 | $4,053-22.9% | $5,097-38.7% | $3,332-6.2% |
| Admin fee / account holder | $8 | $5,407-99.9% | $5,943-99.9% | $4,645-99.8% |