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 | $63,149 | $127,777-50.6% | $106,548-40.7% | $167,490-62.3% |
| Participation rate | 58.3% | 78.3%-19.9pp | 76.1%-17.8pp | 82.1%-23.8pp |
| Annual return | 10.13% | 33.87%-23.7pp | 26.80%-16.7pp | 478.56%-468.4pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,338 | $5,087-54.0% | $4,398-46.8% | $6,341-63.1% |
| Admin fee / account holder | $181 | $11,228-98.4% | $7,407-97.6% | $12,309-98.5% |