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 | $59,548 | $98,750-39.7% | $149,696-60.2% | $79,858-25.4% |
| Participation rate | 27.6% | 75.8%-48.2pp | 82.5%-54.9pp | 69.6%-42.0pp |
| Annual return | 21.16% | 27.43%-6.3pp | 276.60%-255.4pp | 31.71%-10.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,764 | $5,680-16.1% | $6,842-30.4% | $3,740+27.4% |
| Admin fee / account holder | $292 | $6,053-95.2% | $9,309-96.9% | $5,306-94.5% |