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 | $43,990 | $115,882-62.0% | $100,516-56.2% | $158,922-72.3% |
| Participation rate | 47.8% | 81.6%-33.7pp | 79.4%-31.6pp | 82.0%-34.1pp |
| Annual return | 16.73% | 34.79%-18.1pp | 30.89%-14.2pp | 302.83%-286.1pp |
| Employer contribution / active EE | $1,528 | $4,103-62.8% | $3,418-55.3% | $4,761-67.9% |
| Participant deferral / active EE | $3,765 | $6,674-43.6% | $6,270-40.0% | $5,982-37.1% |
| Admin fee / account holder | $10 | $10,995-99.9% | $8,081-99.9% | $11,246-99.9% |