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 | $14,000 | $77,634-82.0% | $156,549-91.1% | $62,891-77.7% |
| Participation rate | 31.0% | 71.2%-40.2pp | 84.0%-53.0pp | 69.3%-38.3pp |
| Annual return | 7.48% | 50.32%-42.8pp | 32.23%-24.7pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,409 | $3,045-53.7% | $4,871-71.1% | $3,203-56.0% |
| Admin fee / account holder | $8 | $5,561-99.9% | $13,027-99.9% | $4,296-99.8% |