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 | $84,467 | $99,079-14.7% | $77,999+8.3% | $273,961-69.2% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.5%-8.9pp | 83.0%-16.3pp |
| Annual return | 13.10% | 217.93%-204.8pp | 425.96%-412.9pp | 41.45%-28.3pp |
| Employer contribution / active EE | $648 | $3,308-80.4% | $2,470-73.8% | $4,869-86.7% |
| Participant deferral / active EE | $7,710 | $4,306+79.0% | $3,497+120.5% | $5,287+45.8% |
| Admin fee / account holder | $1 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |