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 | $17,677 | $101,069-82.5% | $81,478-78.3% | $147,584-88.0% |
| Participation rate | 36.4% | 74.5%-38.1pp | 68.0%-31.6pp | 82.8%-46.5pp |
| Annual return | 20.98% | 32.40%-11.4pp | 38.78%-17.8pp | 578.55%-557.6pp |
| Employer contribution / active EE | $747 | $3,205-76.7% | $2,568-70.9% | $4,876-84.7% |
| Participant deferral / active EE | $2,740 | $4,242-35.4% | $3,537-22.5% | $5,439-49.6% |
| Admin fee / account holder | $96 | $5,812-98.4% | $4,561-97.9% | $10,885-99.1% |