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 | $20,782 | $56,277-63.1% | $80,975-74.3% | $62,891-67.0% |
| Participation rate | 37.5% | 69.0%-31.5pp | 75.8%-38.3pp | 69.3%-31.8pp |
| Annual return | 36.90% | 22.12%+14.8pp | 17.10%+19.8pp | 20.14%+16.8pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,416 | $4,195-18.6% | $5,696-40.0% | $3,203+6.6% |
| Admin fee / account holder | $0 | $3,741-100.0% | $5,516-100.0% | $4,296-100.0% |