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 | $33,968 | $84,233-59.7% | $170,442-80.1% | $70,131-51.6% |
| Participation rate | 50.0% | 70.8%-20.8pp | 83.6%-33.6pp | 69.5%-19.5pp |
| Annual return | 67.92% | 23.06%+44.9pp | 205.93%-138.0pp | 73.14%-5.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,046 | $3,086+95.9% | $4,939+22.4% | $3,332+81.5% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |