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 | $68,443 | $149,679-54.3% | $117,039-41.5% | $147,584-53.6% |
| Participation rate | 57.1% | 83.5%-26.3pp | 77.2%-20.0pp | 82.8%-25.7pp |
| Annual return | 15.59% | 19.31%-3.7pp | 18.95%-3.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $963 | $4,937-80.5% | $3,785-74.6% | $4,876-80.3% |
| Participant deferral / active EE | $1,580 | $4,912-67.8% | $3,929-59.8% | $5,439-70.9% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |