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 | $46,941 | $96,484-51.3% | $75,886-38.1% | $152,861-69.3% |
| Participation rate | 18.2% | 76.2%-58.0pp | 69.3%-51.1pp | 82.4%-64.3pp |
| Annual return | 21.02% | 33.98%-13.0pp | 30.76%-9.7pp | 345.32%-324.3pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,183 | $4,553-74.0% | $3,603-67.2% | $5,850-79.8% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |