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 | $7,671 | $74,888-89.8% | $71,209-89.2% | $142,382-94.6% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.1%-23.0pp |
| Annual return | 22.70% | 345.14%-322.4pp | 282.51%-259.8pp | 217.08%-194.4pp |
| Employer contribution / active EE | $923 | $2,854-67.7% | $2,721-66.1% | $4,299-78.5% |
| Participant deferral / active EE | $1,092 | $4,454-75.5% | $4,175-73.9% | $6,507-83.2% |
| Admin fee / account holder | $293 | $5,568-94.7% | $5,349-94.5% | $12,624-97.7% |