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 | $53,944 | $232,540-76.8% | $185,117-70.9% | $147,584-63.4% |
| Participation rate | 39.1% | 82.4%-43.2pp | 77.3%-38.1pp | 82.8%-43.7pp |
| Annual return | 15.68% | 43.03%-27.4pp | 40.50%-24.8pp | 578.55%-562.9pp |
| Employer contribution / active EE | $785 | $5,195-84.9% | $4,182-81.2% | $4,876-83.9% |
| Participant deferral / active EE | $3,015 | $5,834-48.3% | $5,045-40.2% | $5,439-44.6% |
| Admin fee / account holder | $215 | $10,275-97.9% | $8,159-97.4% | $10,885-98.0% |