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 | $25,325 | $103,376-75.5% | $87,100-70.9% | $152,861-83.4% |
| Participation rate | 52.9% | 79.3%-26.4pp | 76.9%-23.9pp | 82.4%-29.5pp |
| Annual return | 31.15% | 28.10%+3.0pp | 28.19%+3.0pp | 345.32%-314.2pp |
| Employer contribution / active EE | $938 | $3,220-70.9% | $2,521-62.8% | $4,762-80.3% |
| Participant deferral / active EE | $2,039 | $4,778-57.3% | $4,049-49.6% | $5,850-65.2% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |