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 | $19,406 | $115,770-83.2% | $101,248-80.8% | $158,922-87.8% |
| Participation rate | 38.5% | 79.4%-40.9pp | 75.8%-37.3pp | 82.0%-43.5pp |
| Annual return | 19.46% | 56.14%-36.7pp | 46.47%-27.0pp | 302.83%-283.4pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,639 | $4,957-66.9% | $4,370-62.5% | $5,982-72.6% |
| Admin fee / account holder | $78 | $7,245-98.9% | $5,945-98.7% | $11,246-99.3% |