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 | $30,131 | $52,279-42.4% | $89,391-66.3% | $79,858-62.3% |
| Participation rate | 25.6% | 57.5%-32.0pp | 68.0%-42.4pp | 69.6%-44.1pp |
| Annual return | 18.97% | 22.16%-3.2pp | 245.62%-226.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,756 | $2,740-35.9% | $3,890-54.8% | $3,740-53.0% |
| Admin fee / account holder | $159 | $3,356-95.3% | $4,881-96.7% | $5,306-97.0% |