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 | $26,576 | $101,069-73.7% | $81,478-67.4% | $147,584-82.0% |
| Participation rate | 42.9% | 74.5%-31.6pp | 68.0%-25.1pp | 82.8%-40.0pp |
| Annual return | 10.99% | 32.40%-21.4pp | 38.78%-27.8pp | 578.55%-567.6pp |
| Employer contribution / active EE | $814 | $3,205-74.6% | $2,568-68.3% | $4,876-83.3% |
| Participant deferral / active EE | $1,045 | $4,242-75.4% | $3,537-70.4% | $5,439-80.8% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |