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 | $28,590 | $77,419-63.1% | $69,455-58.8% | $152,861-81.3% |
| Participation rate | 52.9% | 78.1%-25.2pp | 74.6%-21.7pp | 82.4%-29.5pp |
| Annual return | 15.91% | 39.06%-23.2pp | 28.97%-13.1pp | 345.32%-329.4pp |
| Employer contribution / active EE | $991 | $3,315-70.1% | $2,779-64.3% | $4,762-79.2% |
| Participant deferral / active EE | $1,371 | $4,414-68.9% | $3,535-61.2% | $5,850-76.6% |
| Admin fee / account holder | $157 | $6,207-97.5% | $3,839-95.9% | $11,596-98.6% |