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 | $22,566 | $58,694-61.6% | $142,863-84.2% | $85,850-73.7% |
| Participation rate | 33.3% | 58.5%-25.1pp | 71.9%-38.6pp | 69.3%-36.0pp |
| Annual return | 15.18% | 27.72%-12.5pp | 5637.54%-5622.4pp | 318.53%-303.4pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,249 | $2,607-52.1% | $3,837-67.5% | $3,952-68.4% |
| Admin fee / account holder | $211 | $4,239-95.0% | $6,560-96.8% | $6,260-96.6% |