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 | $51,880 | $70,669-26.6% | $169,368-69.4% | $75,163-31.0% |
| Participation rate | 48.4% | 64.8%-16.4pp | 77.1%-28.8pp | 67.2%-18.8pp |
| Annual return | 17.87% | 36.36%-18.5pp | 405.60%-387.7pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,755 | $2,211-20.6% | $4,013-56.3% | $2,670-34.3% |
| Participant deferral / active EE | $2,342 | $4,311-45.7% | $6,221-62.4% | $4,125-43.2% |
| Admin fee / account holder | $108 | $5,402-98.0% | $9,003-98.8% | $5,651-98.1% |