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 | $62,875 | $109,413-42.5% | $156,263-59.8% | $84,808-25.9% |
| Participation rate | 53.6% | 72.7%-19.1pp | 78.9%-25.3pp | 68.3%-14.7pp |
| Annual return | 16.71% | 20.18%-3.5pp | 59.47%-42.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,015 | $4,590+31.1% | $6,158-2.3% | $4,212+42.8% |
| Admin fee / account holder | $7 | $9,357-99.9% | $14,255-100.0% | $7,344-99.9% |