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 | $42,951 | $77,899-44.9% | $149,673-71.3% | $75,163-42.9% |
| Participation rate | 22.2% | 65.6%-43.4pp | 78.8%-56.5pp | 67.2%-45.0pp |
| Annual return | 14.15% | 31.72%-17.6pp | 134.42%-120.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $554 | $3,137-82.4% | $4,818-88.5% | $2,670-79.3% |
| Participant deferral / active EE | $1,972 | $3,411-42.2% | $5,680-65.3% | $4,125-52.2% |
| Admin fee / account holder | $236 | $5,956-96.0% | $13,210-98.2% | $5,651-95.8% |