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 | $55,079 | $84,233-34.6% | $170,442-67.7% | $70,131-21.5% |
| Participation rate | 62.8% | 70.8%-8.0pp | 83.6%-20.8pp | 69.5%-6.8pp |
| Annual return | 17.18% | 23.06%-5.9pp | 205.93%-188.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $615 | $3,387-81.9% | $5,433-88.7% | $2,342-73.8% |
| Participant deferral / active EE | $3,667 | $3,086+18.8% | $4,939-25.8% | $3,332+10.0% |
| Admin fee / account holder | $132 | $5,698-97.7% | $13,880-99.1% | $4,645-97.2% |