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 | $37,314 | $89,355-58.2% | $141,162-73.6% | $72,985-48.9% |
| Participation rate | 59.4% | 75.1%-15.7pp | 82.5%-23.1pp | 69.5%-10.1pp |
| Annual return | 38.79% | 111.85%-73.1pp | 71.39%-32.6pp | 81.00%-42.2pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,176 | $5,418+69.4% | $6,709+36.8% | $3,607+154.4% |
| Admin fee / account holder | $23 | $5,958-99.6% | $10,261-99.8% | $5,124-99.6% |