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 | $36,854 | $65,395-43.6% | $182,532-79.8% | $72,985-49.5% |
| Participation rate | 54.2% | 65.4%-11.3pp | 78.0%-23.8pp | 69.5%-15.3pp |
| Annual return | 22.58% | 27.68%-5.1pp | 148.54%-126.0pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,575 | $1,911-17.6% | $4,076-61.4% | $2,440-35.4% |
| Participant deferral / active EE | $1,614 | $3,563-54.7% | $5,524-70.8% | $3,607-55.3% |
| Admin fee / account holder | $12 | $4,245-99.7% | $8,592-99.9% | $5,124-99.8% |