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 | $74,867 | $31,310+139.1% | $53,898+38.9% | $74,304+0.8% |
| Participation rate | 3.7% | 30.7%-27.0pp | 55.0%-51.3pp | 60.3%-56.7pp |
| Annual return | 15.43% | 23.16%-7.7pp | 528.60%-513.2pp | 29.43%-14.0pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $214 | $934-77.0% | $1,826-88.3% | $3,767-94.3% |
| Admin fee / account holder | $269 | $2,175-87.6% | $2,491-89.2% | $2,969-90.9% |