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 | $55,893 | $109,359-48.9% | $162,163-65.5% | $72,985-23.4% |
| Participation rate | 30.5% | 84.3%-53.7pp | 87.6%-57.0pp | 69.5%-39.0pp |
| Annual return | 45.43% | 25.46%+20.0pp | 115.59%-70.2pp | 81.00%-35.6pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,423 | $5,481-37.5% | $7,298-53.1% | $3,607-5.1% |
| Admin fee / account holder | $203 | $7,972-97.4% | $10,843-98.1% | $5,124-96.0% |