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 | $45,944 | $153,311-70.0% | $109,313-58.0% | $273,961-83.2% |
| Participation rate | 45.5% | 80.1%-34.6pp | 71.3%-25.8pp | 83.0%-37.6pp |
| Annual return | 10.12% | 29.86%-19.7pp | 22.07%-11.9pp | 41.45%-31.3pp |
| Employer contribution / active EE | $1,802 | $5,619-67.9% | $3,892-53.7% | $4,869-63.0% |
| Participant deferral / active EE | $4,103 | $3,932+4.3% | $3,166+29.6% | $5,287-22.4% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |