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 | $28,699 | $45,035-36.3% | $62,995-54.4% | $70,131-59.1% |
| Participation rate | 69.4% | 69.5%-0.1pp | 74.8%-5.4pp | 69.5%-0.1pp |
| Annual return | 93.85% | 18.76%+75.1pp | 87.57%+6.3pp | 73.14%+20.7pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,656 | $2,465+129.5% | $3,329+69.9% | $3,332+69.8% |
| Admin fee / account holder | $280 | $2,834-90.1% | $3,600-92.2% | $4,645-94.0% |