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 | $106,490 | $154,117-30.9% | $129,995-18.1% | $139,434-23.6% |
| Participation rate | 36.4% | 82.0%-45.6pp | 78.5%-42.1pp | 80.3%-44.0pp |
| Annual return | 27.77% | 32.48%-4.7pp | -137.18%+164.9pp | 372.94%-345.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,324 | $6,710-65.4% | $5,820-60.1% | $6,710-65.4% |
| Admin fee / account holder | $272 | $14,007-98.1% | $10,614-97.4% | $11,403-97.6% |