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 | $68,698 | $78,422-12.4% | $95,952-28.4% | $79,858-14.0% |
| Participation rate | 50.0% | 73.5%-23.5pp | 77.1%-27.1pp | 69.6%-19.6pp |
| Annual return | 14.75% | 19.37%-4.6pp | 91.61%-76.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,791 | $1,945-7.9% | $2,541-29.5% | $2,471-27.5% |
| Participant deferral / active EE | $2,918 | $3,440-15.2% | $4,167-30.0% | $3,740-22.0% |
| Admin fee / account holder | $4 | $5,622-99.9% | $6,795-99.9% | $5,306-99.9% |