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 | $91,051 | $45,566+99.8% | $64,105+42.0% | $59,632+52.7% |
| Participation rate | 23.7% | 60.2%-36.5pp | 68.2%-44.5pp | 68.7%-45.0pp |
| Annual return | 0.74% | 4.95%-4.2pp | 791.24%-790.5pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,374 | $2,057-33.2% | $2,822-51.3% | $3,192-56.9% |
| Admin fee / account holder | $173 | $3,268-94.7% | $4,499-96.1% | $4,297-96.0% |