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 | $13,112 | $49,177-73.3% | $79,464-83.5% | $64,186-79.6% |
| Participation rate | 30.0% | 65.0%-35.0pp | 73.3%-43.3pp | 69.6%-39.6pp |
| Annual return | 32.94% | -1.16%+34.1pp | 718.14%-685.2pp | 7.63%+25.3pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,396 | $2,821-50.5% | $3,704-62.3% | $3,470-59.8% |
| Admin fee / account holder | $42 | $3,839-98.9% | $5,113-99.2% | $4,888-99.1% |