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 | $45,913 | $85,202-46.1% | $172,739-73.4% | $72,985-37.1% |
| Participation rate | 61.8% | 70.1%-8.3pp | 82.6%-20.9pp | 69.5%-7.7pp |
| Annual return | 25.64% | 27.32%-1.7pp | 802.84%-777.2pp | 81.00%-55.4pp |
| Employer contribution / active EE | $1,745 | $3,324-47.5% | $5,143-66.1% | $2,440-28.5% |
| Participant deferral / active EE | $4,036 | $3,260+23.8% | $5,198-22.3% | $3,607+11.9% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |