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 | $42,977 | $202,432-78.8% | $169,368-74.6% | $139,434-69.2% |
| Participation rate | 25.0% | 81.1%-56.1pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 16.44% | 531.74%-515.3pp | 405.60%-389.2pp | 372.94%-356.5pp |
| Employer contribution / active EE | $999 | $4,692-78.7% | $4,013-75.1% | $4,751-79.0% |
| Participant deferral / active EE | $1,925 | $6,938-72.3% | $6,221-69.1% | $6,710-71.3% |
| Admin fee / account holder | $285 | $10,708-97.3% | $9,003-96.8% | $11,403-97.5% |