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 | $31,600 | $154,117-79.5% | $129,995-75.7% | $139,434-77.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 17.21% | 32.48%-15.3pp | -137.18%+154.4pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,096 | $5,289-60.4% | $4,320-51.5% | $4,751-55.9% |
| Participant deferral / active EE | $3,283 | $6,710-51.1% | $5,820-43.6% | $6,710-51.1% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |