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 | $62,967 | $93,346-32.5% | $71,796-12.3% | $273,961-77.0% |
| Participation rate | 47.4% | 76.5%-29.2pp | 69.1%-21.7pp | 83.0%-35.6pp |
| Annual return | 6.02% | 130.39%-124.4pp | 78.04%-72.0pp | 41.45%-35.4pp |
| Employer contribution / active EE | $291 | $2,733-89.4% | $1,924-84.9% | $4,869-94.0% |
| Participant deferral / active EE | $2,079 | $3,475-40.2% | $2,794-25.6% | $5,287-60.7% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |