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 | $25,649 | $102,547-75.0% | $78,210-67.2% | $147,584-82.6% |
| Participation rate | 10.5% | 74.4%-63.9pp | 68.7%-58.2pp | 82.8%-72.3pp |
| Annual return | 11.03% | 51.08%-40.0pp | 40.90%-29.9pp | 578.55%-567.5pp |
| Employer contribution / active EE | $555 | $2,617-78.8% | $2,034-72.7% | $4,876-88.6% |
| Participant deferral / active EE | $893 | $3,481-74.4% | $2,823-68.4% | $5,439-83.6% |
| Admin fee / account holder | $0 | $5,059-100.0% | $3,758-100.0% | $10,885-100.0% |