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 | $19,670 | $117,381-83.2% | $99,443-80.2% | $152,861-87.1% |
| Participation rate | 58.8% | 77.5%-18.7pp | 73.8%-15.0pp | 82.4%-23.6pp |
| Annual return | 33.07% | 31.87%+1.2pp | 30.72%+2.4pp | 345.32%-312.2pp |
| Employer contribution / active EE | $200 | $3,013-93.4% | $2,540-92.1% | $4,762-95.8% |
| Participant deferral / active EE | $1,116 | $4,086-72.7% | $3,619-69.2% | $5,850-80.9% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |