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 | $66,644 | $47,848+39.3% | $81,478-18.2% | $70,131-5.0% |
| Participation rate | 17.5% | 58.3%-40.7pp | 68.0%-50.4pp | 69.5%-52.0pp |
| Annual return | 29.23% | 27.25%+2.0pp | 38.78%-9.6pp | 73.14%-43.9pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,223 | $2,453-50.2% | $3,537-65.4% | $3,332-63.3% |
| Admin fee / account holder | $96 | $3,145-96.9% | $4,561-97.9% | $4,645-97.9% |