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 | $45,663 | $50,637-9.8% | $86,590-47.3% | $62,292-26.7% |
| Participation rate | 39.4% | 67.9%-28.4pp | 73.5%-34.1pp | 69.5%-30.1pp |
| Annual return | 17.62% | 20.80%-3.2pp | 964.84%-947.2pp | 28.90%-11.3pp |
| Employer contribution / active EE | $1,172 | $2,075-43.5% | $2,839-58.7% | $2,042-42.6% |
| Participant deferral / active EE | $2,325 | $2,611-11.0% | $3,609-35.6% | $3,169-26.7% |
| Admin fee / account holder | $105 | $413-74.6% | $4,906-97.9% | $479-78.1% |