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 | $100,780 | $118,427-14.9% | $66,042+52.6% | $142,382-29.2% |
| Participation rate | 45.0% | 68.1%-23.1pp | 67.5%-22.5pp | 80.1%-35.1pp |
| Annual return | 11.73% | 35.57%-23.8pp | 52.11%-40.4pp | 217.08%-205.3pp |
| Employer contribution / active EE | $572 | $2,570-77.7% | $1,579-63.8% | $4,299-86.7% |
| Participant deferral / active EE | $976 | $4,311-77.4% | $2,835-65.6% | $6,507-85.0% |
| Admin fee / account holder | $142 | $9,593-98.5% | $5,747-97.5% | $12,624-98.9% |