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 | $51,938 | $65,365-20.5% | $92,893-44.1% | $72,985-28.8% |
| Participation rate | 36.6% | 68.3%-31.7pp | 76.0%-39.4pp | 69.5%-32.9pp |
| Annual return | 23.74% | 42.10%-18.4pp | 109.41%-85.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $810 | $2,594-68.8% | $3,653-77.8% | $2,440-66.8% |
| Participant deferral / active EE | $1,827 | $3,128-41.6% | $4,236-56.9% | $3,607-49.3% |
| Admin fee / account holder | $52 | $4,251-98.8% | $5,794-99.1% | $5,124-99.0% |