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 | $93,808 | $77,634+20.8% | $156,549-40.1% | $62,891+49.2% |
| Participation rate | 49.3% | 71.2%-21.9pp | 84.0%-34.7pp | 69.3%-20.0pp |
| Annual return | 5.73% | 50.32%-44.6pp | 32.23%-26.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,607 | $3,045+51.3% | $4,871-5.4% | $3,203+43.8% |
| Admin fee / account holder | $85 | $5,561-98.5% | $13,027-99.3% | $4,296-98.0% |