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 | $68,070 | $95,416-28.7% | $185,823-63.4% | $85,850-20.7% |
| Participation rate | 44.0% | 68.8%-24.8pp | 81.7%-37.7pp | 69.3%-25.3pp |
| Annual return | 12.54% | 23.59%-11.0pp | 122.05%-109.5pp | 318.53%-306.0pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,319 | $3,423-32.3% | $5,568-58.3% | $3,952-41.3% |
| Admin fee / account holder | $106 | $7,213-98.5% | $16,237-99.3% | $6,260-98.3% |