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 | $12,984 | $108,919-88.1% | $100,391-87.1% | $145,922-91.1% |
| Participation rate | 20.0% | 82.9%-62.9pp | 81.5%-61.5pp | 80.3%-60.3pp |
| Annual return | 0.00% | 57.88%-57.9pp | 49.20%-49.2pp | 561.29%-561.3pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,610 | $8,445-69.1% | $8,082-67.7% | $6,688-61.0% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |