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 | $32,452 | $152,587-78.7% | $125,175-74.1% | $152,861-78.8% |
| Participation rate | 40.0% | 83.3%-43.3pp | 79.8%-39.8pp | 82.4%-42.4pp |
| Annual return | 21.22% | 54.84%-33.6pp | 43.79%-22.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,695 | $5,868-54.1% | $4,937-45.4% | $5,850-53.9% |
| Admin fee / account holder | $297 | $13,434-97.8% | $9,702-96.9% | $11,596-97.4% |