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 | $44,914 | $107,452-58.2% | $91,541-50.9% | $142,382-68.5% |
| Participation rate | 33.3% | 75.1%-41.7pp | 69.8%-36.4pp | 80.1%-46.8pp |
| Annual return | 23.07% | 22.06%+1.0pp | 20.50%+2.6pp | 217.08%-194.0pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,163 | $4,754+29.6% | $4,008+53.8% | $6,507-5.3% |
| Admin fee / account holder | $174 | $8,834-98.0% | $6,956-97.5% | $12,624-98.6% |