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 | $224,311 | $73,515+205.1% | $62,995+256.1% | $147,584+52.0% |
| Participation rate | 69.2% | 77.9%-8.6pp | 74.8%-5.6pp | 82.8%-13.6pp |
| Annual return | 10.85% | 175.43%-164.6pp | 87.57%-76.7pp | 578.55%-567.7pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,850 | $4,185-8.0% | $3,329+15.6% | $5,439-29.2% |
| Admin fee / account holder | $255 | $5,953-95.7% | $3,600-92.9% | $10,885-97.7% |