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 | $56,981 | $65,041-12.4% | $90,951-37.4% | $79,858-28.6% |
| Participation rate | 40.9% | 61.6%-20.7pp | 69.0%-28.1pp | 69.6%-28.7pp |
| Annual return | 17.11% | 30.45%-13.3pp | 134.60%-117.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $846 | $1,247-32.2% | $2,122-60.1% | $2,471-65.8% |
| Participant deferral / active EE | $1,244 | $2,512-50.5% | $3,373-63.1% | $3,740-66.7% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |