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 | $98,622 | $123,793-20.3% | $177,821-44.5% | $79,858+23.5% |
| Participation rate | 56.9% | 84.7%-27.8pp | 87.7%-30.8pp | 69.6%-12.7pp |
| Annual return | 21.84% | 22.82%-1.0pp | 48.32%-26.5pp | 31.71%-9.9pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,032 | $5,956-15.5% | $7,714-34.8% | $3,740+34.5% |
| Admin fee / account holder | $1 | $7,243-100.0% | $12,427-100.0% | $5,306-100.0% |