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 | $53,232 | $96,484-44.8% | $75,886-29.9% | $152,861-65.2% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.3%-35.9pp | 82.4%-49.1pp |
| Annual return | 20.39% | 33.98%-13.6pp | 30.76%-10.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $751 | $3,309-77.3% | $2,500-69.9% | $4,762-84.2% |
| Participant deferral / active EE | $2,386 | $4,553-47.6% | $3,603-33.8% | $5,850-59.2% |
| Admin fee / account holder | $264 | $8,078-96.7% | $5,418-95.1% | $11,596-97.7% |