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 | $32,058 | $102,966-68.9% | $90,281-64.5% | $152,861-79.0% |
| Participation rate | 45.8% | 75.9%-30.0pp | 73.3%-27.4pp | 82.4%-36.6pp |
| Annual return | 20.47% | 95.16%-74.7pp | 78.10%-57.6pp | 345.32%-324.8pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,070 | $4,281-51.7% | $3,885-46.7% | $5,850-64.6% |
| Admin fee / account holder | $37 | $6,171-99.4% | $5,351-99.3% | $11,596-99.7% |