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 | $33,239 | $81,208-59.1% | $98,907-66.4% | $79,858-58.4% |
| Participation rate | 47.3% | 72.5%-25.2pp | 76.0%-28.8pp | 69.6%-22.4pp |
| Annual return | 23.76% | 60.99%-37.2pp | 196.43%-172.7pp | 31.71%-8.0pp |
| Employer contribution / active EE | $946 | $1,960-51.7% | $2,689-64.8% | $2,471-61.7% |
| Participant deferral / active EE | $1,795 | $3,265-45.0% | $4,244-57.7% | $3,740-52.0% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,642-100.0% | $5,306-100.0% |