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 8-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 | $57,919 | $70,669-18.0% | $169,368-65.8% | $75,163-22.9% |
| Participation rate | 54.1% | 64.8%-10.7pp | 77.1%-23.1pp | 67.2%-13.1pp |
| Annual return | 14.50% | 36.36%-21.9pp | 405.60%-391.1pp | 160.62%-146.1pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,147 | $4,311-3.8% | $6,221-33.3% | $4,125+0.5% |
| Admin fee / account holder | $155 | $5,402-97.1% | $9,003-98.3% | $5,651-97.2% |