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 | $22,225 | $78,672-71.7% | $109,143-79.6% | $85,850-74.1% |
| Participation rate | 45.5% | 68.3%-22.8pp | 75.9%-30.4pp | 69.3%-23.9pp |
| Annual return | 12.66% | 25.09%-12.4pp | 25.75%-13.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,684 | $3,467-51.4% | $4,653-63.8% | $3,952-57.4% |
| Admin fee / account holder | $4 | $5,469-99.9% | $6,752-99.9% | $6,260-99.9% |