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 | $42,415 | $95,416-55.5% | $185,823-77.2% | $85,850-50.6% |
| Participation rate | 56.7% | 68.8%-12.1pp | 81.7%-25.0pp | 69.3%-12.6pp |
| Annual return | 12.78% | 23.59%-10.8pp | 122.05%-109.3pp | 318.53%-305.8pp |
| Employer contribution / active EE | $1,108 | $3,314-66.6% | $5,167-78.6% | $2,565-56.8% |
| Participant deferral / active EE | $3,405 | $3,423-0.5% | $5,568-38.8% | $3,952-13.8% |
| Admin fee / account holder | $79 | $7,213-98.9% | $16,237-99.5% | $6,260-98.7% |