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 | $15,181 | $47,944-68.3% | $67,834-77.6% | $62,891-75.9% |
| Participation rate | 60.0% | 61.1%-1.1pp | 68.8%-8.8pp | 69.3%-9.3pp |
| Annual return | 57.04% | 11.77%+45.3pp | 138.47%-81.4pp | 20.14%+36.9pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,479 | $2,247+10.3% | $3,160-21.5% | $3,203-22.6% |
| Admin fee / account holder | $183 | $3,712-95.1% | $4,622-96.0% | $4,296-95.7% |