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 7-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 | $59,777 | $93,571-36.1% | $135,903-56.0% | $75,163-20.5% |
| Participation rate | 67.4% | 75.2%-7.7pp | 81.9%-14.5pp | 67.2%+0.3pp |
| Annual return | 41.03% | 30.90%+10.1pp | 68.23%-27.2pp | 160.62%-119.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,964 | $6,404+40.0% | $7,758+15.6% | $4,125+117.3% |
| Admin fee / account holder | $211 | $6,975-97.0% | $10,762-98.0% | $5,651-96.3% |