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 | $126,239 | $85,202+48.2% | $172,739-26.9% | $72,985+73.0% |
| Participation rate | 64.4% | 70.1%-5.6pp | 82.6%-18.2pp | 69.5%-5.0pp |
| Annual return | 24.00% | 27.32%-3.3pp | 802.84%-778.8pp | 81.00%-57.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,535 | $3,260+161.8% | $5,198+64.2% | $3,607+136.6% |
| Admin fee / account holder | $4 | $5,884-99.9% | $13,954-100.0% | $5,124-99.9% |