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 | $23,003 | $63,346-63.7% | $92,233-75.1% | $70,131-67.2% |
| Participation rate | 60.5% | 68.7%-8.2pp | 76.5%-16.0pp | 69.5%-9.1pp |
| Annual return | 22.80% | 530.12%-507.3pp | 176.28%-153.5pp | 73.14%-50.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,023 | $2,854+76.0% | $3,897+28.9% | $3,332+50.8% |
| Admin fee / account holder | $206 | $3,840-94.6% | $5,194-96.0% | $4,645-95.6% |