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 | $31,185 | $110,502-71.8% | $80,716-61.4% | $167,490-81.4% |
| Participation rate | 35.3% | 64.0%-28.7pp | 54.2%-18.9pp | 82.1%-46.8pp |
| Annual return | 11.45% | 120.54%-109.1pp | 87.28%-75.8pp | 478.56%-467.1pp |
| Employer contribution / active EE | $557 | $1,543-63.9% | $1,160-52.0% | $4,837-88.5% |
| Participant deferral / active EE | $1,654 | $2,871-42.4% | $2,146-22.9% | $6,341-73.9% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |