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 | $92,474 | $76,407+21.0% | $150,298-38.5% | $82,448+12.2% |
| Participation rate | 26.9% | 66.4%-39.5pp | 77.8%-50.8pp | 68.1%-41.1pp |
| Annual return | 14.73% | 39.99%-25.3pp | 62.79%-48.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $574 | $2,614-78.0% | $4,154-86.2% | $2,551-77.5% |
| Participant deferral / active EE | $1,333 | $3,214-58.5% | $5,453-75.5% | $4,139-67.8% |
| Admin fee / account holder | $106 | $6,352-98.3% | $14,116-99.3% | $7,234-98.5% |