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 | $47,730 | $56,423-15.4% | $77,163-38.1% | $71,457-33.2% |
| Participation rate | 37.7% | 64.3%-26.6pp | 69.6%-31.9pp | 67.9%-30.2pp |
| Annual return | 23.19% | 19.05%+4.1pp | 37.87%-14.7pp | 28.85%-5.7pp |
| Employer contribution / active EE | $990 | $1,866-46.9% | $2,535-60.9% | $2,588-61.7% |
| Participant deferral / active EE | $2,886 | $3,142-8.1% | $3,833-24.7% | $4,289-32.7% |
| Admin fee / account holder | $20 | $1,429-98.6% | $5,472-99.6% | $1,587-98.7% |