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 | $27,996 | $77,899-64.1% | $149,673-81.3% | $75,163-62.8% |
| Participation rate | 33.3% | 65.6%-32.2pp | 78.8%-45.4pp | 67.2%-33.9pp |
| Annual return | 21.15% | 31.72%-10.6pp | 134.42%-113.3pp | 160.62%-139.5pp |
| Employer contribution / active EE | $870 | $3,137-72.3% | $4,818-81.9% | $2,670-67.4% |
| Participant deferral / active EE | $1,946 | $3,411-43.0% | $5,680-65.7% | $4,125-52.8% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |