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 | $40,349 | $50,982-20.9% | $154,803-73.9% | $85,563-52.8% |
| Participation rate | 27.8% | 59.8%-32.0pp | 78.1%-50.3pp | 66.0%-38.2pp |
| Annual return | 14.72% | 30.35%-15.6pp | 58.88%-44.2pp | 31.51%-16.8pp |
| Employer contribution / active EE | $263 | $1,708-84.6% | $4,305-93.9% | $2,654-90.1% |
| Participant deferral / active EE | $827 | $2,474-66.6% | $5,540-85.1% | $4,375-81.1% |
| Admin fee / account holder | $140 | $846-83.4% | $14,329-99.0% | $834-83.2% |