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 | $95,546 | $56,054+70.5% | $171,082-44.2% | $62,891+51.9% |
| Participation rate | 32.8% | 62.9%-30.1pp | 76.7%-43.9pp | 69.3%-36.5pp |
| Annual return | 29.41% | 22.52%+6.9pp | 32.56%-3.1pp | 20.14%+9.3pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,366 | $3,158-25.1% | $4,797-50.7% | $3,203-26.1% |
| Admin fee / account holder | $6 | $3,647-99.8% | $8,520-99.9% | $4,296-99.9% |