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 | $122,144 | $101,618+20.2% | $93,063+31.2% | $137,256-11.0% |
| Participation rate | 36.4% | 74.9%-38.6pp | 72.1%-35.8pp | 80.0%-43.6pp |
| Annual return | 16.96% | 223.95%-207.0pp | 34.15%-17.2pp | 220.34%-203.4pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,167 | $4,279-49.4% | $3,958-45.3% | $6,407-66.2% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |