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 | $41,041 | $53,777-23.7% | $134,143-69.4% | $79,858-48.6% |
| Participation rate | 38.6% | 58.8%-20.2pp | 72.2%-33.6pp | 69.6%-31.0pp |
| Annual return | 17.21% | 19.01%-1.8pp | 36.33%-19.1pp | 31.71%-14.5pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,731 | $2,420-28.5% | $3,499-50.5% | $3,740-53.7% |
| Admin fee / account holder | $131 | $3,984-96.7% | $6,684-98.0% | $5,306-97.5% |