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 | $83,105 | $35,183+136.2% | $73,545+13.0% | $70,131+18.5% |
| Participation rate | 23.8% | 42.9%-19.1pp | 54.9%-31.1pp | 69.5%-45.7pp |
| Annual return | 16.71% | 26.90%-10.2pp | -15.16%+31.9pp | 73.14%-56.4pp |
| Employer contribution / active EE | $429 | $709-39.4% | $1,219-64.8% | $2,342-81.7% |
| Participant deferral / active EE | $1,595 | $1,220+30.8% | $1,806-11.7% | $3,332-52.1% |
| Admin fee / account holder | $29 | $2,302-98.7% | $2,320-98.7% | $4,645-99.4% |