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 | $98,791 | $101,724-2.9% | $164,813-40.1% | $80,856+22.2% |
| Participation rate | 29.2% | 71.8%-42.7pp | 78.6%-49.4pp | 67.6%-38.5pp |
| Annual return | 11.60% | 16.72%-5.1pp | 69.93%-58.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $989 | $2,953-66.5% | $4,341-77.2% | $2,755-64.1% |
| Participant deferral / active EE | $2,342 | $4,477-47.7% | $6,031-61.2% | $4,296-45.5% |
| Admin fee / account holder | $0 | $8,227-100.0% | $12,690-100.0% | $6,918-100.0% |