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 | $27,522 | $127,065-78.3% | $113,168-75.7% | $142,382-80.7% |
| Participation rate | 18.2% | 79.2%-61.0pp | 76.6%-58.4pp | 80.1%-61.9pp |
| Annual return | 12.99% | 24.03%-11.0pp | 24.27%-11.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,107-100.0% | $6,507-100.0% |
| Admin fee / account holder | $57 | $15,736-99.6% | $12,068-99.5% | $12,624-99.6% |