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 | $20,301 | $72,012-71.8% | $185,823-89.1% | $79,858-74.6% |
| Participation rate | 37.5% | 65.8%-28.3pp | 78.0%-40.5pp | 69.6%-32.1pp |
| Annual return | 15.35% | 23.12%-7.8pp | 35.95%-20.6pp | 31.71%-16.4pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,768 | $3,779-53.2% | $5,632-68.6% | $3,740-52.7% |
| Admin fee / account holder | $131 | $4,513-97.1% | $9,500-98.6% | $5,306-97.5% |