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 | $19,963 | $83,337-76.0% | $67,834-70.6% | $273,961-92.7% |
| Participation rate | 53.8% | 76.4%-22.6pp | 68.8%-15.0pp | 83.0%-29.2pp |
| Annual return | 19.10% | 259.45%-240.3pp | 138.47%-119.4pp | 41.45%-22.4pp |
| Employer contribution / active EE | $1,041 | $3,287-68.3% | $2,403-56.7% | $4,869-78.6% |
| Participant deferral / active EE | $2,587 | $4,088-36.7% | $3,160-18.1% | $5,287-51.1% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |