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 | $50,838 | $81,460-37.6% | $103,333-50.8% | $80,856-37.1% |
| Participation rate | 51.7% | 66.8%-15.1pp | 74.5%-22.8pp | 67.6%-15.9pp |
| Annual return | 11.19% | 25.55%-14.4pp | 24.88%-13.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $918 | $3,105-70.4% | $3,868-76.3% | $2,755-66.7% |
| Participant deferral / active EE | $5,653 | $3,869+46.1% | $5,057+11.8% | $4,296+31.6% |
| Admin fee / account holder | $124 | $6,566-98.1% | $8,355-98.5% | $6,918-98.2% |