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 | $73,704 | $165,912-55.6% | $122,332-39.8% | $147,584-50.1% |
| Participation rate | 30.0% | 79.6%-49.6pp | 71.6%-41.6pp | 82.8%-52.8pp |
| Annual return | 14.42% | 34.55%-20.1pp | 30.27%-15.9pp | 578.55%-564.1pp |
| Employer contribution / active EE | $116 | $5,754-98.0% | $4,050-97.1% | $4,876-97.6% |
| Participant deferral / active EE | $1,010 | $4,005-74.8% | $3,287-69.3% | $5,439-81.4% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |