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 | $52,234 | $91,190-42.7% | $178,490-70.7% | $79,858-34.6% |
| Participation rate | 29.7% | 69.2%-39.5pp | 81.9%-52.2pp | 69.6%-39.9pp |
| Annual return | 15.82% | 24.19%-8.4pp | 151.07%-135.3pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,761 | $3,256-45.9% | $5,011-64.9% | $2,471-28.7% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $74 | $6,751-98.9% | $13,984-99.5% | $5,306-98.6% |