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 | $66,894 | $85,202-21.5% | $172,739-61.3% | $72,985-8.3% |
| Participation rate | 38.5% | 70.1%-31.6pp | 82.6%-44.2pp | 69.5%-31.0pp |
| Annual return | 21.79% | 27.32%-5.5pp | 802.84%-781.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,518 | $3,260-53.5% | $5,198-70.8% | $3,607-57.9% |
| Admin fee / account holder | $213 | $5,884-96.4% | $13,954-98.5% | $5,124-95.8% |