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 | $44,963 | $105,181-57.3% | $159,436-71.8% | $85,850-47.6% |
| Participation rate | 43.9% | 75.8%-31.9pp | 82.8%-39.0pp | 69.3%-25.5pp |
| Annual return | 25.16% | 45.07%-19.9pp | 263.57%-238.4pp | 318.53%-293.4pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,374 | $5,945-26.4% | $7,352-40.5% | $3,952+10.7% |
| Admin fee / account holder | $52 | $6,933-99.3% | $10,799-99.5% | $6,260-99.2% |