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 | $38,973 | $77,634-49.8% | $156,549-75.1% | $62,891-38.0% |
| Participation rate | 48.5% | 71.2%-22.7pp | 84.0%-35.5pp | 69.3%-20.8pp |
| Annual return | 5.47% | 50.32%-44.8pp | 32.23%-26.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $781 | $3,444-77.3% | $5,501-85.8% | $2,281-65.8% |
| Participant deferral / active EE | $2,572 | $3,045-15.5% | $4,871-47.2% | $3,203-19.7% |
| Admin fee / account holder | $184 | $5,561-96.7% | $13,027-98.6% | $4,296-95.7% |