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 | $25,846 | $104,907-75.4% | $84,611-69.5% | $152,861-83.1% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.4%-22.4pp |
| Annual return | 20.86% | 373.79%-352.9pp | 258.74%-237.9pp | 345.32%-324.5pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,999 | $4,688-36.0% | $3,899-23.1% | $5,850-48.7% |
| Admin fee / account holder | $18 | $6,241-99.7% | $4,912-99.6% | $11,596-99.8% |