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 | $69,061 | $113,339-39.1% | $94,993-27.3% | $147,584-53.2% |
| Participation rate | 30.0% | 78.0%-48.0pp | 73.9%-43.9pp | 82.8%-52.8pp |
| Annual return | 18.99% | 20.77%-1.8pp | 27.12%-8.1pp | 578.55%-559.6pp |
| Employer contribution / active EE | $637 | $3,160-79.8% | $2,603-75.5% | $4,876-86.9% |
| Participant deferral / active EE | $3,444 | $3,777-8.8% | $3,317+3.8% | $5,439-36.7% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |