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 | $28,315 | $115,882-75.6% | $100,516-71.8% | $158,922-82.2% |
| Participation rate | 33.3% | 81.6%-48.2pp | 79.4%-46.1pp | 82.0%-48.6pp |
| Annual return | 23.17% | 34.79%-11.6pp | 30.89%-7.7pp | 302.83%-279.7pp |
| Employer contribution / active EE | $805 | $4,103-80.4% | $3,418-76.4% | $4,761-83.1% |
| Participant deferral / active EE | $6,325 | $6,674-5.2% | $6,270+0.9% | $5,982+5.7% |
| Admin fee / account holder | $19 | $10,995-99.8% | $8,081-99.8% | $11,246-99.8% |