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 | $43,850 | $52,580-16.6% | $71,671-38.8% | $70,131-37.5% |
| Participation rate | 52.9% | 60.9%-7.9pp | 68.7%-15.8pp | 69.5%-16.6pp |
| Annual return | 18.67% | 20.25%-1.6pp | 20.65%-2.0pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,315 | $1,616-18.6% | $2,460-46.5% | $2,342-43.9% |
| Participant deferral / active EE | $2,439 | $2,386+2.2% | $3,438-29.1% | $3,332-26.8% |
| Admin fee / account holder | $22 | $3,653-99.4% | $5,558-99.6% | $4,645-99.5% |