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 | $29,957 | $91,037-67.1% | $71,671-58.2% | $147,584-79.7% |
| Participation rate | 53.3% | 76.1%-22.8pp | 68.7%-15.4pp | 82.8%-29.5pp |
| Annual return | 21.63% | 20.48%+1.2pp | 20.65%+1.0pp | 578.55%-556.9pp |
| Employer contribution / active EE | $1,186 | $3,327-64.4% | $2,460-51.8% | $4,876-75.7% |
| Participant deferral / active EE | $3,962 | $4,498-11.9% | $3,438+15.2% | $5,439-27.2% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |