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 | $42,256 | $52,279-19.2% | $89,391-52.7% | $79,858-47.1% |
| Participation rate | 39.4% | 57.5%-18.1pp | 68.0%-28.6pp | 69.6%-30.2pp |
| Annual return | 22.20% | 22.16%0pp | 245.62%-223.4pp | 31.71%-9.5pp |
| Employer contribution / active EE | $337 | $1,572-78.6% | $2,586-87.0% | $2,471-86.4% |
| Participant deferral / active EE | $916 | $2,740-66.6% | $3,890-76.4% | $3,740-75.5% |
| Admin fee / account holder | $88 | $3,356-97.4% | $4,881-98.2% | $5,306-98.3% |