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 | $127,375 | $77,634+64.1% | $156,549-18.6% | $62,891+102.5% |
| Participation rate | 29.5% | 71.2%-41.7pp | 84.0%-54.5pp | 69.3%-39.8pp |
| Annual return | 7.79% | 50.32%-42.5pp | 32.23%-24.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,855 | $3,045-6.3% | $4,871-41.4% | $3,203-10.9% |
| Admin fee / account holder | $51 | $5,561-99.1% | $13,027-99.6% | $4,296-98.8% |