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 | $10,157 | $80,717-87.4% | $154,803-93.4% | $84,808-88.0% |
| Participation rate | 26.5% | 66.8%-40.3pp | 78.1%-51.6pp | 68.3%-41.8pp |
| Annual return | 22.70% | 37.96%-15.3pp | 58.88%-36.2pp | 40.90%-18.2pp |
| Employer contribution / active EE | $413 | $2,761-85.0% | $4,305-90.4% | $2,631-84.3% |
| Participant deferral / active EE | $924 | $3,303-72.0% | $5,540-83.3% | $4,212-78.1% |
| Admin fee / account holder | $41 | $6,746-99.4% | $14,329-99.7% | $7,344-99.4% |