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 | $32,535 | $63,346-48.6% | $92,233-64.7% | $70,131-53.6% |
| Participation rate | 38.2% | 68.7%-30.5pp | 76.5%-38.3pp | 69.5%-31.4pp |
| Annual return | 21.83% | 530.12%-508.3pp | 176.28%-154.4pp | 73.14%-51.3pp |
| Employer contribution / active EE | $690 | $2,471-72.1% | $3,679-81.2% | $2,342-70.5% |
| Participant deferral / active EE | $1,732 | $2,854-39.3% | $3,897-55.6% | $3,332-48.0% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |