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 | $19,585 | $77,634-74.8% | $156,549-87.5% | $62,891-68.9% |
| Participation rate | 55.9% | 71.2%-15.3pp | 84.0%-28.1pp | 69.3%-13.4pp |
| Annual return | 4.69% | 50.32%-45.6pp | 32.23%-27.5pp | 20.14%-15.5pp |
| Employer contribution / active EE | $631 | $3,444-81.7% | $5,501-88.5% | $2,281-72.3% |
| Participant deferral / active EE | $1,916 | $3,045-37.1% | $4,871-60.7% | $3,203-40.2% |
| Admin fee / account holder | $1 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |