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 | $33,239 | $232,540-85.7% | $185,117-82.0% | $147,584-77.5% |
| Participation rate | 52.2% | 82.4%-30.2pp | 77.3%-25.1pp | 82.8%-30.7pp |
| Annual return | 13.62% | 43.03%-29.4pp | 40.50%-26.9pp | 578.55%-564.9pp |
| Employer contribution / active EE | $752 | $5,195-85.5% | $4,182-82.0% | $4,876-84.6% |
| Participant deferral / active EE | $1,590 | $5,834-72.7% | $5,045-68.5% | $5,439-70.8% |
| Admin fee / account holder | $30 | $10,275-99.7% | $8,159-99.6% | $10,885-99.7% |