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 | $32,960 | $98,750-66.6% | $149,696-78.0% | $79,858-58.7% |
| Participation rate | 18.9% | 75.8%-56.9pp | 82.5%-63.6pp | 69.6%-50.8pp |
| Annual return | 20.63% | 27.43%-6.8pp | 276.60%-256.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,466 | $5,680-56.6% | $6,842-64.0% | $3,740-34.1% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |