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 | $73,815 | $47,944+54.0% | $67,834+8.8% | $62,891+17.4% |
| Participation rate | 23.3% | 61.1%-37.7pp | 68.8%-45.5pp | 69.3%-46.0pp |
| Annual return | 8.25% | 11.77%-3.5pp | 138.47%-130.2pp | 20.14%-11.9pp |
| Employer contribution / active EE | $807 | $1,562-48.3% | $2,403-66.4% | $2,281-64.6% |
| Participant deferral / active EE | $2,219 | $2,247-1.2% | $3,160-29.8% | $3,203-30.7% |
| Admin fee / account holder | $0 | $3,712-100.0% | $4,622-100.0% | $4,296-100.0% |