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 | $43,818 | $52,279-16.2% | $89,391-51.0% | $79,858-45.1% |
| Participation rate | 52.7% | 57.5%-4.8pp | 68.0%-15.3pp | 69.6%-16.9pp |
| Annual return | 15.18% | 22.16%-7.0pp | 245.62%-230.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $672 | $1,572-57.3% | $2,586-74.0% | $2,471-72.8% |
| Participant deferral / active EE | $1,413 | $2,740-48.4% | $3,890-63.7% | $3,740-62.2% |
| Admin fee / account holder | $240 | $3,356-92.8% | $4,881-95.1% | $5,306-95.5% |