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 | $36,468 | $77,419-52.9% | $69,455-47.5% | $152,861-76.1% |
| Participation rate | 36.4% | 78.1%-41.7pp | 74.6%-38.2pp | 82.4%-46.1pp |
| Annual return | 18.98% | 39.06%-20.1pp | 28.97%-10.0pp | 345.32%-326.3pp |
| Employer contribution / active EE | $827 | $3,315-75.0% | $2,779-70.2% | $4,762-82.6% |
| Participant deferral / active EE | $2,616 | $4,414-40.7% | $3,535-26.0% | $5,850-55.3% |
| Admin fee / account holder | $20 | $6,207-99.7% | $3,839-99.5% | $11,596-99.8% |