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 | $50,851 | $104,251-51.2% | $91,001-44.1% | $147,584-65.5% |
| Participation rate | 65.2% | 78.2%-13.0pp | 75.6%-10.4pp | 82.8%-17.6pp |
| Annual return | 19.27% | 27.06%-7.8pp | 4.60%+14.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $642 | $3,116-79.4% | $2,456-73.9% | $4,876-86.8% |
| Participant deferral / active EE | $1,139 | $4,195-72.8% | $3,547-67.9% | $5,439-79.1% |
| Admin fee / account holder | $278 | $8,948-96.9% | $5,417-94.9% | $10,885-97.4% |