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 | $41,533 | $91,190-54.5% | $178,490-76.7% | $79,858-48.0% |
| Participation rate | 63.6% | 69.2%-5.6pp | 81.9%-18.3pp | 69.6%-6.0pp |
| Annual return | 10.10% | 24.19%-14.1pp | 151.07%-141.0pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,659 | $3,256-49.0% | $5,011-66.9% | $2,471-32.8% |
| Participant deferral / active EE | $3,778 | $3,236+16.7% | $5,202-27.4% | $3,740+1.0% |
| Admin fee / account holder | $92 | $6,751-98.6% | $13,984-99.3% | $5,306-98.3% |