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 | $83,504 | $77,314+8.0% | $177,989-53.1% | $80,856+3.3% |
| Participation rate | 38.6% | 65.7%-27.1pp | 77.1%-38.4pp | 67.6%-29.0pp |
| Annual return | 21.14% | 18.09%+3.1pp | 294.48%-273.3pp | 35.59%-14.5pp |
| Employer contribution / active EE | $1,166 | $2,292-49.1% | $3,949-70.5% | $2,755-57.7% |
| Participant deferral / active EE | $2,062 | $4,411-53.2% | $6,276-67.1% | $4,296-52.0% |
| Admin fee / account holder | $118 | $7,191-98.4% | $10,363-98.9% | $6,918-98.3% |