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 | $54,437 | $58,512-7.0% | $84,015-35.2% | $72,985-25.4% |
| Participation rate | 44.1% | 61.2%-17.1pp | 69.0%-24.9pp | 69.5%-25.4pp |
| Annual return | 22.65% | 28.93%-6.3pp | 71.31%-48.7pp | 81.00%-58.4pp |
| Employer contribution / active EE | $664 | $1,163-42.9% | $1,983-66.5% | $2,440-72.8% |
| Participant deferral / active EE | $1,650 | $2,394-31.1% | $3,239-49.1% | $3,607-54.3% |
| Admin fee / account holder | $22 | $4,569-99.5% | $6,101-99.6% | $5,124-99.6% |