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 | $25,095 | $95,416-73.7% | $185,823-86.5% | $85,850-70.8% |
| Participation rate | 43.6% | 68.8%-25.2pp | 81.7%-38.1pp | 69.3%-25.7pp |
| Annual return | 14.15% | 23.59%-9.4pp | 122.05%-107.9pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,729 | $3,314-47.8% | $5,167-66.5% | $2,565-32.6% |
| Participant deferral / active EE | $1,886 | $3,423-44.9% | $5,568-66.1% | $3,952-52.3% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |