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 | $49,558 | $96,484-48.6% | $75,886-34.7% | $152,861-67.6% |
| Participation rate | 56.5% | 76.2%-19.7pp | 69.3%-12.8pp | 82.4%-25.9pp |
| Annual return | 14.46% | 33.98%-19.5pp | 30.76%-16.3pp | 345.32%-330.9pp |
| Employer contribution / active EE | $1,079 | $3,309-67.4% | $2,500-56.9% | $4,762-77.3% |
| Participant deferral / active EE | $2,804 | $4,553-38.4% | $3,603-22.2% | $5,850-52.1% |
| Admin fee / account holder | $2 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |