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 | $73,901 | $70,428+4.9% | $96,562-23.5% | $85,850-13.9% |
| Participation rate | 21.3% | 61.8%-40.5pp | 69.8%-48.5pp | 69.3%-48.0pp |
| Annual return | 29.36% | 18.59%+10.8pp | 37.78%-8.4pp | 318.53%-289.2pp |
| Employer contribution / active EE | $422 | $1,413-70.2% | $2,356-82.1% | $2,565-83.6% |
| Participant deferral / active EE | $1,727 | $2,894-40.3% | $3,849-55.1% | $3,952-56.3% |
| Admin fee / account holder | $10 | $4,997-99.8% | $6,181-99.8% | $6,260-99.8% |