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 | $88,884 | $83,477+6.5% | $125,175-29.0% | $72,985+21.8% |
| Participation rate | 42.3% | 73.3%-31.0pp | 79.8%-37.5pp | 69.5%-27.2pp |
| Annual return | 20.66% | 25.78%-5.1pp | 43.79%-23.1pp | 81.00%-60.3pp |
| Employer contribution / active EE | $718 | $2,345-69.4% | $3,865-81.4% | $2,440-70.6% |
| Participant deferral / active EE | $2,413 | $3,585-32.7% | $4,937-51.1% | $3,607-33.1% |
| Admin fee / account holder | $0 | $5,517-100.0% | $9,702-100.0% | $5,124-100.0% |