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 | $36,503 | $101,618-64.1% | $93,063-60.8% | $137,256-73.4% |
| Participation rate | 62.5% | 74.9%-12.4pp | 72.1%-9.6pp | 80.0%-17.5pp |
| Annual return | 19.39% | 223.95%-204.6pp | 34.15%-14.8pp | 220.34%-200.9pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,942 | $4,279-54.6% | $3,958-50.9% | $6,407-69.7% |
| Admin fee / account holder | $123 | $6,198-98.0% | $6,033-98.0% | $12,270-99.0% |