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 | $38,696 | $50,958-24.1% | $74,550-48.1% | $64,186-39.7% |
| Participation rate | 20.0% | 61.1%-41.1pp | 69.1%-49.1pp | 69.6%-49.6pp |
| Annual return | 38.89% | -1.86%+40.7pp | 32.53%+6.4pp | 7.63%+31.3pp |
| Employer contribution / active EE | $355 | $1,115-68.2% | $1,961-81.9% | $2,381-85.1% |
| Participant deferral / active EE | $1,126 | $2,301-51.1% | $3,108-63.8% | $3,470-67.5% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,888-100.0% |