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 | $63,103 | $63,346-0.4% | $92,233-31.6% | $70,131-10.0% |
| Participation rate | 53.6% | 68.7%-15.1pp | 76.5%-22.9pp | 69.5%-16.0pp |
| Annual return | 15.98% | 530.12%-514.1pp | 176.28%-160.3pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,271 | $2,471-48.5% | $3,679-65.4% | $2,342-45.7% |
| Participant deferral / active EE | $1,731 | $2,854-39.4% | $3,897-55.6% | $3,332-48.1% |
| Admin fee / account holder | $166 | $3,840-95.7% | $5,194-96.8% | $4,645-96.4% |