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 | $152,314 | $109,359+39.3% | $162,163-6.1% | $72,985+108.7% |
| Participation rate | 48.6% | 84.3%-35.6pp | 87.6%-38.9pp | 69.5%-20.8pp |
| Annual return | 32.34% | 25.46%+6.9pp | 115.59%-83.3pp | 81.00%-48.7pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,359 | $5,481-2.2% | $7,298-26.6% | $3,607+48.6% |
| Admin fee / account holder | $196 | $7,972-97.5% | $10,843-98.2% | $5,124-96.2% |