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 | $25,794 | $89,355-71.1% | $141,162-81.7% | $72,985-64.7% |
| Participation rate | 68.0% | 75.1%-7.1pp | 82.5%-14.5pp | 69.5%-1.5pp |
| Annual return | 30.50% | 111.85%-81.4pp | 71.39%-40.9pp | 81.00%-50.5pp |
| Employer contribution / active EE | $2,204 | $3,114-29.2% | $4,735-53.5% | $2,440-9.7% |
| Participant deferral / active EE | $4,322 | $5,418-20.2% | $6,709-35.6% | $3,607+19.8% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |