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 | $29,880 | $77,899-61.6% | $149,673-80.0% | $75,163-60.2% |
| Participation rate | 53.8% | 65.6%-11.7pp | 78.8%-24.9pp | 67.2%-13.3pp |
| Annual return | 19.72% | 31.72%-12.0pp | 134.42%-114.7pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,286 | $3,137-59.0% | $4,818-73.3% | $2,670-51.8% |
| Participant deferral / active EE | $2,474 | $3,411-27.5% | $5,680-56.4% | $4,125-40.0% |
| Admin fee / account holder | $156 | $5,956-97.4% | $13,210-98.8% | $5,651-97.2% |