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 | $95,196 | $63,346+50.3% | $92,233+3.2% | $70,131+35.7% |
| Participation rate | 43.8% | 68.7%-24.9pp | 76.5%-32.7pp | 69.5%-25.8pp |
| Annual return | 21.64% | 530.12%-508.5pp | 176.28%-154.6pp | 73.14%-51.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,618 | $2,854-43.3% | $3,897-58.5% | $3,332-51.4% |
| Admin fee / account holder | $63 | $3,840-98.3% | $5,194-98.8% | $4,645-98.6% |