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 | $43,657 | $65,395-33.2% | $182,532-76.1% | $72,985-40.2% |
| Participation rate | 47.5% | 65.4%-18.0pp | 78.0%-30.5pp | 69.5%-22.0pp |
| Annual return | 24.98% | 27.68%-2.7pp | 148.54%-123.6pp | 81.00%-56.0pp |
| Employer contribution / active EE | $997 | $1,911-47.8% | $4,076-75.5% | $2,440-59.1% |
| Participant deferral / active EE | $2,812 | $3,563-21.1% | $5,524-49.1% | $3,607-22.0% |
| Admin fee / account holder | $226 | $4,245-94.7% | $8,592-97.4% | $5,124-95.6% |