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 | $168,391 | $95,266+76.8% | $82,389+104.4% | $142,382+18.3% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.5%-36.2pp | 80.1%-46.8pp |
| Annual return | 11.82% | 25.74%-13.9pp | 28.67%-16.9pp | 217.08%-205.3pp |
| Employer contribution / active EE | $569 | $2,991-81.0% | $2,517-77.4% | $4,299-86.8% |
| Participant deferral / active EE | $2,798 | $4,809-41.8% | $4,155-32.7% | $6,507-57.0% |
| Admin fee / account holder | $38 | $8,563-99.6% | $7,231-99.5% | $12,624-99.7% |