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 | $105,756 | $47,944+120.6% | $67,834+55.9% | $62,891+68.2% |
| Participation rate | 41.9% | 61.1%-19.2pp | 68.8%-26.9pp | 69.3%-27.4pp |
| Annual return | 6.77% | 11.77%-5.0pp | 138.47%-131.7pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,731 | $2,247-22.9% | $3,160-45.2% | $3,203-45.9% |
| Admin fee / account holder | $0 | $3,712-100.0% | $4,622-100.0% | $4,296-100.0% |