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 | $48,596 | $65,365-25.7% | $92,893-47.7% | $72,985-33.4% |
| Participation rate | 59.3% | 68.3%-9.1pp | 76.0%-16.7pp | 69.5%-10.2pp |
| Annual return | 19.97% | 42.10%-22.1pp | 109.41%-89.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,366 | $2,594-47.3% | $3,653-62.6% | $2,440-44.0% |
| Participant deferral / active EE | $3,043 | $3,128-2.7% | $4,236-28.2% | $3,607-15.7% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |