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 | $87,814 | $72,404+21.3% | $110,238-20.3% | $64,186+36.8% |
| Participation rate | 55.8% | 73.3%-17.5pp | 79.8%-24.0pp | 69.6%-13.8pp |
| Annual return | 9.64% | -6.29%+15.9pp | 314.74%-305.1pp | 7.63%+2.0pp |
| Employer contribution / active EE | $550 | $2,282-75.9% | $3,826-85.6% | $2,381-76.9% |
| Participant deferral / active EE | $2,098 | $3,469-39.5% | $4,672-55.1% | $3,470-39.5% |
| Admin fee / account holder | $249 | $5,664-95.6% | $8,547-97.1% | $4,888-94.9% |