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 | $53,340 | $100,773-47.1% | $88,946-40.0% | $142,382-62.5% |
| Participation rate | 33.3% | 74.3%-41.0pp | 68.8%-35.5pp | 80.1%-46.8pp |
| Annual return | 18.97% | 70.18%-51.2pp | 57.82%-38.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $893 | $2,918-69.4% | $2,555-65.1% | $4,299-79.2% |
| Participant deferral / active EE | $4,424 | $5,230-15.4% | $4,581-3.4% | $6,507-32.0% |
| Admin fee / account holder | $218 | $9,693-97.8% | $8,261-97.4% | $12,624-98.3% |