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 | $16,964 | $57,065-70.3% | $75,670-77.6% | $70,131-75.8% |
| Participation rate | 10.8% | 68.1%-57.3pp | 72.3%-61.6pp | 69.5%-58.8pp |
| Annual return | 23.94% | 23.57%+0.4pp | 27.34%-3.4pp | 73.14%-49.2pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,022 | $2,580-60.4% | $3,142-67.5% | $3,332-69.3% |
| Admin fee / account holder | $67 | $3,825-98.3% | $5,800-98.8% | $4,645-98.6% |