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 | $37,480 | $85,766-56.3% | $136,294-72.5% | $70,131-46.6% |
| Participation rate | 52.0% | 74.2%-22.2pp | 81.9%-29.9pp | 69.5%-17.5pp |
| Annual return | 101.32% | 31.45%+69.9pp | 5155.94%-5054.6pp | 73.14%+28.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,365 | $5,051-33.4% | $6,247-46.1% | $3,332+1.0% |
| Admin fee / account holder | $170 | $5,420-96.9% | $9,243-98.2% | $4,645-96.3% |