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 | $47,699 | $83,477-42.9% | $125,175-61.9% | $72,985-34.6% |
| Participation rate | 38.1% | 73.3%-35.2pp | 79.8%-41.7pp | 69.5%-31.4pp |
| Annual return | 19.92% | 25.78%-5.9pp | 43.79%-23.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $911 | $2,345-61.2% | $3,865-76.4% | $2,440-62.7% |
| Participant deferral / active EE | $2,950 | $3,585-17.7% | $4,937-40.2% | $3,607-18.2% |
| Admin fee / account holder | $104 | $5,517-98.1% | $9,702-98.9% | $5,124-98.0% |