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 | $36,588 | $84,233-56.6% | $170,442-78.5% | $70,131-47.8% |
| Participation rate | 23.1% | 70.8%-47.8pp | 83.6%-60.5pp | 69.5%-46.5pp |
| Annual return | 21.24% | 23.06%-1.8pp | 205.93%-184.7pp | 73.14%-51.9pp |
| Employer contribution / active EE | $1,192 | $3,387-64.8% | $5,433-78.1% | $2,342-49.1% |
| Participant deferral / active EE | $2,015 | $3,086-34.7% | $4,939-59.2% | $3,332-39.5% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |