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 | $15,433 | $84,233-81.7% | $170,442-90.9% | $70,131-78.0% |
| Participation rate | 45.5% | 70.8%-25.4pp | 83.6%-38.1pp | 69.5%-24.1pp |
| Annual return | 17.16% | 23.06%-5.9pp | 205.93%-188.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $501 | $3,387-85.2% | $5,433-90.8% | $2,342-78.6% |
| Participant deferral / active EE | $1,426 | $3,086-53.8% | $4,939-71.1% | $3,332-57.2% |
| Admin fee / account holder | $266 | $5,698-95.3% | $13,880-98.1% | $4,645-94.3% |