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 | $51,038 | $84,233-39.4% | $170,442-70.1% | $70,131-27.2% |
| Participation rate | 34.2% | 70.8%-36.6pp | 83.6%-49.4pp | 69.5%-35.3pp |
| Annual return | 18.80% | 23.06%-4.3pp | 205.93%-187.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,889 | $3,086-38.8% | $4,939-61.7% | $3,332-43.3% |
| Admin fee / account holder | $78 | $5,698-98.6% | $13,880-99.4% | $4,645-98.3% |