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 | $27,927 | $85,766-67.4% | $136,294-79.5% | $70,131-60.2% |
| Participation rate | 37.7% | 74.2%-36.4pp | 81.9%-44.2pp | 69.5%-31.8pp |
| Annual return | 22.26% | 31.45%-9.2pp | 5155.94%-5133.7pp | 73.14%-50.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,646 | $5,051-47.6% | $6,247-57.6% | $3,332-20.6% |
| Admin fee / account holder | $25 | $5,420-99.5% | $9,243-99.7% | $4,645-99.5% |