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 | $36,961 | $83,477-55.7% | $125,175-70.5% | $72,985-49.4% |
| Participation rate | 36.8% | 73.3%-36.5pp | 79.8%-43.0pp | 69.5%-32.7pp |
| Annual return | 28.29% | 25.78%+2.5pp | 43.79%-15.5pp | 81.00%-52.7pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,467 | $3,585-3.3% | $4,937-29.8% | $3,607-3.9% |
| Admin fee / account holder | $212 | $5,517-96.2% | $9,702-97.8% | $5,124-95.9% |