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 | $111,914 | $108,642+3.0% | $74,701+49.8% | $152,861-26.8% |
| Participation rate | 7.7% | 65.3%-57.7pp | 54.5%-46.8pp | 82.4%-74.8pp |
| Annual return | 17.39% | 114.06%-96.7pp | 752.92%-735.5pp | 345.32%-327.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $1,084-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,964-100.0% | $5,850-100.0% |
| Admin fee / account holder | $6 | $4,902-99.9% | $3,333-99.8% | $11,596-99.9% |