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 | $107,700 | $101,069+6.6% | $81,478+32.2% | $147,584-27.0% |
| Participation rate | 35.7% | 74.5%-38.7pp | 68.0%-32.2pp | 82.8%-47.1pp |
| Annual return | 28.72% | 32.40%-3.7pp | 38.78%-10.1pp | 578.55%-549.8pp |
| Employer contribution / active EE | $458 | $3,205-85.7% | $2,568-82.2% | $4,876-90.6% |
| Participant deferral / active EE | $2,457 | $4,242-42.1% | $3,537-30.5% | $5,439-54.8% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |