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 | $28,269 | $95,416-70.4% | $185,823-84.8% | $85,850-67.1% |
| Participation rate | 24.0% | 68.8%-44.8pp | 81.7%-57.7pp | 69.3%-45.3pp |
| Annual return | 12.15% | 23.59%-11.4pp | 122.05%-109.9pp | 318.53%-306.4pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,380 | $3,423-59.7% | $5,568-75.2% | $3,952-65.1% |
| Admin fee / account holder | $246 | $7,213-96.6% | $16,237-98.5% | $6,260-96.1% |