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 | $162,936 | $115,770+40.7% | $101,248+60.9% | $158,922+2.5% |
| Participation rate | 65.0% | 79.4%-14.4pp | 75.8%-10.8pp | 82.0%-17.0pp |
| Annual return | 15.55% | 56.14%-40.6pp | 46.47%-30.9pp | 302.83%-287.3pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,699 | $4,957-25.4% | $4,370-15.3% | $5,982-38.2% |
| Admin fee / account holder | $3 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |