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 | $47,140 | $53,127-11.3% | $86,590-45.6% | $70,131-32.8% |
| Participation rate | 35.8% | 65.3%-29.5pp | 73.5%-37.7pp | 69.5%-33.7pp |
| Annual return | 26.40% | 27.66%-1.3pp | 964.84%-938.4pp | 73.14%-46.7pp |
| Employer contribution / active EE | $659 | $2,068-68.1% | $2,839-76.8% | $2,342-71.9% |
| Participant deferral / active EE | $1,663 | $2,696-38.3% | $3,609-53.9% | $3,332-50.1% |
| Admin fee / account holder | $66 | $3,585-98.2% | $4,906-98.7% | $4,645-98.6% |