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 | $16,808 | $77,899-78.4% | $149,673-88.8% | $75,163-77.6% |
| Participation rate | 22.9% | 65.6%-42.7pp | 78.8%-55.9pp | 67.2%-44.3pp |
| Annual return | 15.13% | 31.72%-16.6pp | 134.42%-119.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $886 | $3,411-74.0% | $5,680-84.4% | $4,125-78.5% |
| Admin fee / account holder | $252 | $5,956-95.8% | $13,210-98.1% | $5,651-95.5% |