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 | $29,118 | $232,540-87.5% | $185,117-84.3% | $147,584-80.3% |
| Participation rate | 40.0% | 82.4%-42.4pp | 77.3%-37.3pp | 82.8%-42.8pp |
| Annual return | 15.80% | 43.03%-27.2pp | 40.50%-24.7pp | 578.55%-562.7pp |
| Employer contribution / active EE | $851 | $5,195-83.6% | $4,182-79.6% | $4,876-82.5% |
| Participant deferral / active EE | $5,832 | $5,8340% | $5,045+15.6% | $5,439+7.2% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |