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 | $57,041 | $101,724-43.9% | $164,813-65.4% | $80,856-29.5% |
| Participation rate | 52.3% | 71.8%-19.6pp | 78.6%-26.3pp | 67.6%-15.4pp |
| Annual return | 12.77% | 16.72%-3.9pp | 69.93%-57.2pp | 35.59%-22.8pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,758 | $4,477-16.1% | $6,031-37.7% | $4,296-12.5% |
| Admin fee / account holder | $295 | $8,227-96.4% | $12,690-97.7% | $6,918-95.7% |