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 | $24,968 | $58,879-57.6% | $178,490-86.0% | $73,488-66.0% |
| Participation rate | 33.0% | 66.2%-33.2pp | 81.9%-48.9pp | 70.7%-37.7pp |
| Annual return | 18.22% | 24.86%-6.6pp | 151.07%-132.9pp | 28.51%-10.3pp |
| Employer contribution / active EE | $433 | $2,236-80.6% | $5,011-91.4% | $2,270-80.9% |
| Participant deferral / active EE | $1,344 | $2,567-47.6% | $5,202-74.2% | $3,740-64.1% |
| Admin fee / account holder | $288 | $400-28.1% | $13,984-97.9% | $513-43.9% |