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 | $43,459 | $96,484-55.0% | $75,886-42.7% | $152,861-71.6% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.3%-35.9pp | 82.4%-49.1pp |
| Annual return | 30.40% | 33.98%-3.6pp | 30.76%-0.4pp | 345.32%-314.9pp |
| Employer contribution / active EE | $675 | $3,309-79.6% | $2,500-73.0% | $4,762-85.8% |
| Participant deferral / active EE | $4,514 | $4,553-0.9% | $3,603+25.3% | $5,850-22.8% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |