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 | $28,347 | $85,766-66.9% | $136,294-79.2% | $70,131-59.6% |
| Participation rate | 52.1% | 74.2%-22.1pp | 81.9%-29.8pp | 69.5%-17.5pp |
| Annual return | 18.89% | 31.45%-12.6pp | 5155.94%-5137.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $662 | $2,966-77.7% | $4,695-85.9% | $2,342-71.8% |
| Participant deferral / active EE | $4,211 | $5,051-16.6% | $6,247-32.6% | $3,332+26.4% |
| Admin fee / account holder | $15 | $5,420-99.7% | $9,243-99.8% | $4,645-99.7% |