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 | $83,002 | $84,233-1.5% | $170,442-51.3% | $70,131+18.4% |
| Participation rate | 57.6% | 70.8%-13.3pp | 83.6%-26.0pp | 69.5%-12.0pp |
| Annual return | 19.64% | 23.06%-3.4pp | 205.93%-186.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $431 | $3,387-87.3% | $5,433-92.1% | $2,342-81.6% |
| Participant deferral / active EE | $1,558 | $3,086-49.5% | $4,939-68.5% | $3,332-53.2% |
| Admin fee / account holder | $290 | $5,698-94.9% | $13,880-97.9% | $4,645-93.8% |