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 | $49,562 | $72,492-31.6% | $87,100-43.1% | $72,985-32.1% |
| Participation rate | 53.3% | 72.8%-19.5pp | 76.9%-23.5pp | 69.5%-16.2pp |
| Annual return | 22.46% | 24.46%-2.0pp | 28.19%-5.7pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,070 | $1,894-43.5% | $2,521-57.6% | $2,440-56.1% |
| Participant deferral / active EE | $2,675 | $3,270-18.2% | $4,049-33.9% | $3,607-25.8% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,497-100.0% | $5,124-100.0% |