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 | $61,683 | $58,828+4.9% | $77,999-20.9% | $62,891-1.9% |
| Participation rate | 32.3% | 71.1%-38.8pp | 75.5%-43.3pp | 69.3%-37.0pp |
| Annual return | 14.07% | 17.16%-3.1pp | 425.96%-411.9pp | 20.14%-6.1pp |
| Employer contribution / active EE | $492 | $1,672-70.6% | $2,470-80.1% | $2,281-78.4% |
| Participant deferral / active EE | $1,267 | $2,686-52.8% | $3,497-63.8% | $3,203-60.4% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,480-100.0% | $4,296-100.0% |