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 | $111,651 | $56,114+99.0% | $96,139+16.1% | $85,850+30.1% |
| Participation rate | 28.6% | 56.7%-28.1pp | 68.4%-39.9pp | 69.3%-40.7pp |
| Annual return | 20.23% | 42.30%-22.1pp | 191.94%-171.7pp | 318.53%-298.3pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,342 | $2,859-18.1% | $4,349-46.1% | $3,952-40.7% |
| Admin fee / account holder | $81 | $3,768-97.9% | $5,537-98.5% | $6,260-98.7% |