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 | $147,623 | $117,381+25.8% | $99,443+48.4% | $152,861-3.4% |
| Participation rate | 63.6% | 77.5%-13.9pp | 73.8%-10.2pp | 82.4%-18.8pp |
| Annual return | 25.35% | 31.87%-6.5pp | 30.72%-5.4pp | 345.32%-320.0pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,850-100.0% |
| Admin fee / account holder | $16 | $7,631-99.8% | $6,250-99.8% | $11,596-99.9% |