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 | $28,912 | $101,069-71.4% | $81,478-64.5% | $147,584-80.4% |
| Participation rate | 35.7% | 74.5%-38.7pp | 68.0%-32.2pp | 82.8%-47.1pp |
| Annual return | 99.76% | 32.40%+67.4pp | 38.78%+61.0pp | 578.55%-478.8pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,106 | $4,242-26.8% | $3,537-12.2% | $5,439-42.9% |
| Admin fee / account holder | $25 | $5,812-99.6% | $4,561-99.5% | $10,885-99.8% |