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 | $51,423 | $83,337-38.3% | $67,834-24.2% | $273,961-81.2% |
| Participation rate | 56.3% | 76.4%-20.2pp | 68.8%-12.5pp | 83.0%-26.8pp |
| Annual return | 7.31% | 259.45%-252.1pp | 138.47%-131.2pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,850 | $3,287-43.7% | $2,403-23.0% | $4,869-62.0% |
| Participant deferral / active EE | $2,152 | $4,088-47.4% | $3,160-31.9% | $5,287-59.3% |
| Admin fee / account holder | $116 | $6,752-98.3% | $4,622-97.5% | $10,132-98.9% |