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 | $40,437 | $48,795-17.1% | $65,493-38.3% | $84,808-52.3% |
| Participation rate | 30.8% | 67.0%-36.2pp | 73.1%-42.3pp | 68.3%-37.5pp |
| Annual return | 18.58% | 20.20%-1.6pp | 982.45%-963.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $715 | $1,930-63.0% | $2,574-72.2% | $2,631-72.8% |
| Participant deferral / active EE | $2,772 | $2,928-5.3% | $3,961-30.0% | $4,212-34.2% |
| Admin fee / account holder | $0 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |