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 | $54,979 | $100,901-45.5% | $75,670-27.3% | $147,584-62.7% |
| Participation rate | 58.8% | 77.1%-18.3pp | 72.3%-13.5pp | 82.8%-24.0pp |
| Annual return | 14.98% | 35.78%-20.8pp | 27.34%-12.4pp | 578.55%-563.6pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,054 | $4,027-73.8% | $3,142-66.5% | $5,439-80.6% |
| Admin fee / account holder | $248 | $11,285-97.8% | $5,800-95.7% | $10,885-97.7% |