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 | $19,466 | $77,899-75.0% | $149,673-87.0% | $75,163-74.1% |
| Participation rate | 37.8% | 65.6%-27.7pp | 78.8%-40.9pp | 67.2%-29.4pp |
| Annual return | 16.48% | 31.72%-15.2pp | 134.42%-117.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,342 | $3,137-57.2% | $4,818-72.2% | $2,670-49.8% |
| Participant deferral / active EE | $1,335 | $3,411-60.9% | $5,680-76.5% | $4,125-67.6% |
| Admin fee / account holder | $263 | $5,956-95.6% | $13,210-98.0% | $5,651-95.3% |