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 | $33,678 | $58,208-42.1% | $81,812-58.8% | $80,856-58.3% |
| Participation rate | 35.5% | 63.4%-27.9pp | 72.3%-36.8pp | 67.6%-32.1pp |
| Annual return | 12.96% | 41.66%-28.7pp | 773.79%-760.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $500 | $2,340-78.6% | $2,912-82.8% | $2,755-81.8% |
| Participant deferral / active EE | $2,164 | $3,281-34.0% | $4,319-49.9% | $4,296-49.6% |
| Admin fee / account holder | $115 | $4,981-97.7% | $7,386-98.4% | $6,918-98.3% |