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 | $80,717+14.6% | $154,803-40.3% | $84,808+9.0% |
| Participation rate | 26.9% | 66.8%-39.9pp | 78.1%-51.1pp | 68.3%-41.4pp |
| Annual return | 14.73% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $574 | $2,761-79.2% | $4,305-86.7% | $2,631-78.2% |
| Participant deferral / active EE | $1,333 | $3,303-59.6% | $5,540-75.9% | $4,212-68.3% |
| Admin fee / account holder | $106 | $6,746-98.4% | $14,329-99.3% | $7,344-98.6% |