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 | $30,775 | $232,540-86.8% | $185,117-83.4% | $147,584-79.1% |
| Participation rate | 35.0% | 82.4%-47.4pp | 77.3%-42.3pp | 82.8%-47.8pp |
| Annual return | 20.00% | 43.03%-23.0pp | 40.50%-20.5pp | 578.55%-558.5pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,388 | $5,834-76.2% | $5,045-72.5% | $5,439-74.5% |
| Admin fee / account holder | $20 | $10,275-99.8% | $8,159-99.8% | $10,885-99.8% |