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 | $30,541 | $165,912-81.6% | $122,332-75.0% | $147,584-79.3% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 12.98% | 34.55%-21.6pp | 30.27%-17.3pp | 578.55%-565.6pp |
| Employer contribution / active EE | $527 | $5,754-90.8% | $4,050-87.0% | $4,876-89.2% |
| Participant deferral / active EE | $663 | $4,005-83.4% | $3,287-79.8% | $5,439-87.8% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |