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 | $43,623 | $65,395-33.3% | $182,532-76.1% | $72,985-40.2% |
| Participation rate | 28.6% | 65.4%-36.9pp | 78.0%-49.4pp | 69.5%-40.9pp |
| Annual return | 21.70% | 27.68%-6.0pp | 148.54%-126.8pp | 81.00%-59.3pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,216 | $3,563-37.8% | $5,524-59.9% | $3,607-38.6% |
| Admin fee / account holder | $279 | $4,245-93.4% | $8,592-96.8% | $5,124-94.6% |