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 | $38,089 | $56,054-32.1% | $171,082-77.7% | $62,891-39.4% |
| Participation rate | 30.8% | 62.9%-32.1pp | 76.7%-45.9pp | 69.3%-38.5pp |
| Annual return | 9.53% | 22.52%-13.0pp | 32.56%-23.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $852 | $1,731-50.8% | $4,002-78.7% | $2,281-62.7% |
| Participant deferral / active EE | $1,438 | $3,158-54.5% | $4,797-70.0% | $3,203-55.1% |
| Admin fee / account holder | $0 | $3,647-100.0% | $8,520-100.0% | $4,296-100.0% |