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 | $26,742 | $101,069-73.5% | $81,478-67.2% | $147,584-81.9% |
| Participation rate | 25.0% | 74.5%-49.5pp | 68.0%-43.0pp | 82.8%-57.8pp |
| Annual return | 8.80% | 32.40%-23.6pp | 38.78%-30.0pp | 578.55%-569.7pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $63 | $5,812-98.9% | $4,561-98.6% | $10,885-99.4% |