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 | $25,313 | $135,952-81.4% | $123,892-79.6% | $273,961-90.8% |
| Participation rate | 38.5% | 84.1%-45.6pp | 81.4%-43.0pp | 83.0%-44.6pp |
| Annual return | 43.60% | 56.63%-13.0pp | 47.52%-3.9pp | 41.45%+2.2pp |
| Employer contribution / active EE | $1,500 | $5,170-71.0% | $4,617-67.5% | $4,869-69.2% |
| Participant deferral / active EE | $6,282 | $6,343-1.0% | $5,984+5.0% | $5,287+18.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |