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 8-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 | $57,584 | $101,618-43.3% | $93,063-38.1% | $137,256-58.0% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 17.23% | 223.95%-206.7pp | 34.15%-16.9pp | 220.34%-203.1pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,634 | $4,279+55.0% | $3,958+67.6% | $6,407+3.5% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |