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 | $95,125 | $79,557+19.6% | $118,746-19.9% | $70,131+35.6% |
| Participation rate | 50.0% | 71.4%-21.4pp | 78.3%-28.3pp | 69.5%-19.5pp |
| Annual return | 14.15% | 25.64%-11.5pp | 24.54%-10.4pp | 73.14%-59.0pp |
| Employer contribution / active EE | $0 | $2,861-100.0% | $4,193-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,451 | $4,089-40.1% | $5,332-54.0% | $3,332-26.4% |
| Admin fee / account holder | $10 | $5,374-99.8% | $10,720-99.9% | $4,645-99.8% |