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 | $21,579 | $49,922-56.8% | $80,569-73.2% | $75,163-71.3% |
| Participation rate | 30.0% | 55.3%-25.3pp | 67.0%-37.0pp | 67.2%-37.2pp |
| Annual return | 15.79% | 34.69%-18.9pp | 935.43%-919.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,940 | $2,990-35.1% | $4,447-56.4% | $4,125-53.0% |
| Admin fee / account holder | $257 | $3,577-92.8% | $5,377-95.2% | $5,651-95.5% |