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 | $28,117 | $118,849-76.3% | $96,562-70.9% | $167,490-83.2% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 10.46% | 50.49%-40.0pp | 37.78%-27.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $1,139 | $3,120-63.5% | $2,356-51.6% | $4,837-76.4% |
| Participant deferral / active EE | $1,437 | $4,616-68.9% | $3,849-62.7% | $6,341-77.3% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |