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 | $43,255 | $58,828-26.5% | $77,999-44.5% | $62,891-31.2% |
| Participation rate | 62.1% | 71.1%-9.0pp | 75.5%-13.5pp | 69.3%-7.2pp |
| Annual return | 12.70% | 17.16%-4.5pp | 425.96%-413.3pp | 20.14%-7.4pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,726 | $2,686-35.7% | $3,497-50.7% | $3,203-46.1% |
| Admin fee / account holder | $18 | $4,393-99.6% | $5,480-99.7% | $4,296-99.6% |