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 | $86,747 | $89,753-3.3% | $107,525-19.3% | $84,808+2.3% |
| Participation rate | 40.4% | 68.1%-27.6pp | 75.1%-34.6pp | 68.3%-27.9pp |
| Annual return | 21.26% | 29.48%-8.2pp | 181.32%-160.1pp | 40.90%-19.6pp |
| Employer contribution / active EE | $1,213 | $3,113-61.1% | $3,754-67.7% | $2,631-53.9% |
| Participant deferral / active EE | $3,195 | $4,056-21.2% | $5,116-37.5% | $4,212-24.1% |
| Admin fee / account holder | $217 | $7,222-97.0% | $8,919-97.6% | $7,344-97.0% |