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 | $26,482 | $232,540-88.6% | $185,117-85.7% | $147,584-82.1% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 26.53% | 43.03%-16.5pp | 40.50%-14.0pp | 578.55%-552.0pp |
| Employer contribution / active EE | $3,344 | $5,195-35.6% | $4,182-20.0% | $4,876-31.4% |
| Participant deferral / active EE | $4,708 | $5,834-19.3% | $5,045-6.7% | $5,439-13.4% |
| Admin fee / account holder | $199 | $10,275-98.1% | $8,159-97.6% | $10,885-98.2% |