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 | $46,045 | $51,638-10.8% | $68,368-32.7% | $82,448-44.2% |
| Participation rate | 58.8% | 63.6%-4.8pp | 73.8%-14.9pp | 68.1%-9.2pp |
| Annual return | 17.12% | 37.53%-20.4pp | 292.57%-275.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,092 | $2,047-46.6% | $2,649-58.8% | $2,551-57.2% |
| Participant deferral / active EE | $3,467 | $2,914+19.0% | $4,123-15.9% | $4,139-16.2% |
| Admin fee / account holder | $9 | $4,643-99.8% | $5,150-99.8% | $7,234-99.9% |