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 | $61,811 | $101,069-38.8% | $81,478-24.1% | $147,584-58.1% |
| Participation rate | 58.3% | 74.5%-16.1pp | 68.0%-9.6pp | 82.8%-24.5pp |
| Annual return | 16.73% | 32.40%-15.7pp | 38.78%-22.1pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,039 | $3,205-67.6% | $2,568-59.5% | $4,876-78.7% |
| Participant deferral / active EE | $2,478 | $4,242-41.6% | $3,537-29.9% | $5,439-54.4% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |