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 | $34,551 | $85,766-59.7% | $136,294-74.6% | $70,131-50.7% |
| Participation rate | 29.7% | 74.2%-44.4pp | 81.9%-52.2pp | 69.5%-39.8pp |
| Annual return | 26.53% | 31.45%-4.9pp | 5155.94%-5129.4pp | 73.14%-46.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,758 | $5,051-45.4% | $6,247-55.9% | $3,332-17.2% |
| Admin fee / account holder | $103 | $5,420-98.1% | $9,243-98.9% | $4,645-97.8% |