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 | $37,182 | $78,705-52.8% | $117,854-68.5% | $70,131-47.0% |
| Participation rate | 54.3% | 73.2%-18.9pp | 79.7%-25.4pp | 69.5%-15.3pp |
| Annual return | 22.80% | 23.30%-0.5pp | 335.08%-312.3pp | 73.14%-50.3pp |
| Employer contribution / active EE | $1,380 | $2,223-38.0% | $3,786-63.6% | $2,342-41.1% |
| Participant deferral / active EE | $3,326 | $3,297+0.9% | $4,482-25.8% | $3,332-0.2% |
| Admin fee / account holder | $51 | $5,065-99.0% | $8,020-99.4% | $4,645-98.9% |