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 | $37,317 | $99,877-62.6% | $84,966-56.1% | $145,922-74.4% |
| Participation rate | 52.6% | 74.1%-21.5pp | 67.5%-14.9pp | 80.3%-27.6pp |
| Annual return | 12.87% | 83.76%-70.9pp | 66.38%-53.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $782 | $3,231-75.8% | $2,727-71.3% | $4,660-83.2% |
| Participant deferral / active EE | $1,177 | $5,291-77.8% | $4,519-74.0% | $6,688-82.4% |
| Admin fee / account holder | $184 | $7,248-97.5% | $6,149-97.0% | $13,397-98.6% |