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 | $20,323 | $102,966-80.3% | $90,281-77.5% | $152,861-86.7% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.4%-42.4pp |
| Annual return | 26.42% | 95.16%-68.7pp | 78.10%-51.7pp | 345.32%-318.9pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,662 | $4,281-37.8% | $3,885-31.5% | $5,850-54.5% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |