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 | $30,519 | $232,540-86.9% | $185,117-83.5% | $147,584-79.3% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 19.56% | 43.03%-23.5pp | 40.50%-20.9pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,346 | $5,195-74.1% | $4,182-67.8% | $4,876-72.4% |
| Participant deferral / active EE | $2,895 | $5,834-50.4% | $5,045-42.6% | $5,439-46.8% |
| Admin fee / account holder | $25 | $10,275-99.8% | $8,159-99.7% | $10,885-99.8% |