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 | $84,052 | $232,540-63.9% | $185,117-54.6% | $147,584-43.0% |
| Participation rate | 63.6% | 82.4%-18.7pp | 77.3%-13.6pp | 82.8%-19.2pp |
| Annual return | 20.97% | 43.03%-22.1pp | 40.50%-19.5pp | 578.55%-557.6pp |
| Employer contribution / active EE | $621 | $5,195-88.0% | $4,182-85.1% | $4,876-87.3% |
| Participant deferral / active EE | $1,481 | $5,834-74.6% | $5,045-70.6% | $5,439-72.8% |
| Admin fee / account holder | $13 | $10,275-99.9% | $8,159-99.8% | $10,885-99.9% |