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 | $51,187 | $107,334-52.3% | $92,893-44.9% | $152,861-66.5% |
| Participation rate | 56.3% | 79.8%-23.5pp | 76.0%-19.8pp | 82.4%-26.2pp |
| Annual return | 21.16% | 145.58%-124.4pp | 109.41%-88.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,810 | $4,845-21.4% | $4,236-10.1% | $5,850-34.9% |
| Admin fee / account holder | $8 | $7,079-99.9% | $5,794-99.9% | $11,596-99.9% |