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 | $28,619 | $228,332-87.5% | $185,823-84.6% | $158,922-82.0% |
| Participation rate | 57.1% | 82.3%-25.2pp | 78.0%-20.9pp | 82.0%-24.8pp |
| Annual return | 44.20% | 40.80%+3.4pp | 35.95%+8.2pp | 302.83%-258.6pp |
| Employer contribution / active EE | $924 | $4,967-81.4% | $4,087-77.4% | $4,761-80.6% |
| Participant deferral / active EE | $4,620 | $6,415-28.0% | $5,632-18.0% | $5,982-22.8% |
| Admin fee / account holder | $164 | $11,864-98.6% | $9,500-98.3% | $11,246-98.5% |