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 | $22,653 | $56,110-59.6% | $94,993-76.2% | $70,131-67.7% |
| Participation rate | 44.4% | 65.0%-20.6pp | 73.9%-29.4pp | 69.5%-25.1pp |
| Annual return | 14.99% | 51.02%-36.0pp | 27.12%-12.1pp | 73.14%-58.2pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,007 | $2,391-57.9% | $3,317-69.6% | $3,332-69.8% |
| Admin fee / account holder | $0 | $3,456-100.0% | $4,960-100.0% | $4,645-100.0% |