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 | $70,968 | $91,190-22.2% | $178,490-60.2% | $79,858-11.1% |
| Participation rate | 43.1% | 69.2%-26.1pp | 81.9%-38.8pp | 69.6%-26.5pp |
| Annual return | 18.29% | 24.19%-5.9pp | 151.07%-132.8pp | 31.71%-13.4pp |
| Employer contribution / active EE | $2,310 | $3,256-29.1% | $5,011-53.9% | $2,471-6.5% |
| Participant deferral / active EE | $2,407 | $3,236-25.6% | $5,202-53.7% | $3,740-35.6% |
| Admin fee / account holder | $268 | $6,751-96.0% | $13,984-98.1% | $5,306-95.0% |