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 | $46,436 | $100,901-54.0% | $75,670-38.6% | $147,584-68.5% |
| Participation rate | 62.5% | 77.1%-14.6pp | 72.3%-9.8pp | 82.8%-20.3pp |
| Annual return | 19.95% | 35.78%-15.8pp | 27.34%-7.4pp | 578.55%-558.6pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,086 | $4,027-73.0% | $3,142-65.5% | $5,439-80.0% |
| Admin fee / account holder | $158 | $11,285-98.6% | $5,800-97.3% | $10,885-98.6% |