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 | $17,964 | $53,822-66.6% | $75,696-76.3% | $85,850-79.1% |
| Participation rate | 62.5% | 69.1%-6.6pp | 74.8%-12.3pp | 69.3%-6.8pp |
| Annual return | 17.05% | 24.54%-7.5pp | 104.53%-87.5pp | 318.53%-301.5pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,847 | $2,895-1.7% | $3,821-25.5% | $3,952-27.9% |
| Admin fee / account holder | $211 | $3,343-93.7% | $3,619-94.2% | $6,260-96.6% |