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 | $84,858 | $110,257-23.0% | $96,544-12.1% | $139,434-39.1% |
| Participation rate | 36.4% | 78.1%-41.7pp | 76.0%-39.6pp | 80.3%-44.0pp |
| Annual return | 16.23% | 26.32%-10.1pp | 25.84%-9.6pp | 372.94%-356.7pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,755 | $5,548-68.4% | $4,851-63.8% | $6,710-73.8% |
| Admin fee / account holder | $166 | $11,591-98.6% | $8,252-98.0% | $11,403-98.5% |