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 | $42,573 | $72,071-40.9% | $68,368-37.7% | $137,256-69.0% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 18.45% | 353.14%-334.7pp | 292.57%-274.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,083 | $4,410-75.4% | $4,123-73.7% | $6,407-83.1% |
| Admin fee / account holder | $168 | $5,336-96.9% | $5,150-96.7% | $12,270-98.6% |