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 | $45,008 | $53,516-15.9% | $126,539-64.4% | $84,808-46.9% |
| Participation rate | 36.8% | 58.2%-21.4pp | 69.8%-33.0pp | 68.3%-31.5pp |
| Annual return | 23.66% | 58.34%-34.7pp | 425.95%-402.3pp | 40.90%-17.2pp |
| Employer contribution / active EE | $1,441 | $1,535-6.1% | $3,674-60.8% | $2,631-45.2% |
| Participant deferral / active EE | $2,221 | $2,671-16.8% | $4,083-45.6% | $4,212-47.3% |
| Admin fee / account holder | $56 | $4,497-98.8% | $6,065-99.1% | $7,344-99.2% |