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 | $36,059 | $68,346-47.2% | $94,646-61.9% | $75,163-52.0% |
| Participation rate | 50.0% | 76.1%-26.1pp | 80.8%-30.8pp | 67.2%-17.2pp |
| Annual return | 17.73% | 616.93%-599.2pp | 156.71%-139.0pp | 160.62%-142.9pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,906 | $6,537-25.0% | $7,418-33.9% | $4,125+18.9% |
| Admin fee / account holder | $207 | $5,326-96.1% | $7,231-97.1% | $5,651-96.3% |