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 | $76,397 | $105,998-27.9% | $92,233-17.2% | $147,584-48.2% |
| Participation rate | 60.9% | 80.4%-19.5pp | 76.5%-15.6pp | 82.8%-22.0pp |
| Annual return | 13.81% | 50.05%-36.2pp | 176.28%-162.5pp | 578.55%-564.7pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,330 | $4,478-3.3% | $3,897+11.1% | $5,439-20.4% |
| Admin fee / account holder | $144 | $6,332-97.7% | $5,194-97.2% | $10,885-98.7% |