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 | $76,862 | $58,828+30.7% | $77,999-1.5% | $62,891+22.2% |
| Participation rate | 20.4% | 71.1%-50.7pp | 75.5%-55.1pp | 69.3%-48.9pp |
| Annual return | 10.40% | 17.16%-6.8pp | 425.96%-415.6pp | 20.14%-9.7pp |
| Employer contribution / active EE | $490 | $1,672-70.7% | $2,470-80.2% | $2,281-78.5% |
| Participant deferral / active EE | $1,255 | $2,686-53.3% | $3,497-64.1% | $3,203-60.8% |
| Admin fee / account holder | $7 | $4,393-99.8% | $5,480-99.9% | $4,296-99.8% |