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 | $30,067 | $78,705-61.8% | $117,854-74.5% | $70,131-57.1% |
| Participation rate | 42.4% | 73.2%-30.8pp | 79.7%-37.2pp | 69.5%-27.1pp |
| Annual return | 16.87% | 23.30%-6.4pp | 335.08%-318.2pp | 73.14%-56.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,705 | $3,297-18.0% | $4,482-39.6% | $3,332-18.8% |
| Admin fee / account holder | $101 | $5,065-98.0% | $8,020-98.7% | $4,645-97.8% |