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 | $39,656 | $65,365-39.3% | $92,893-57.3% | $72,985-45.7% |
| Participation rate | 22.4% | 68.3%-45.9pp | 76.0%-53.6pp | 69.5%-47.0pp |
| Annual return | 24.86% | 42.10%-17.2pp | 109.41%-84.6pp | 81.00%-56.1pp |
| Employer contribution / active EE | $815 | $2,594-68.6% | $3,653-77.7% | $2,440-66.6% |
| Participant deferral / active EE | $1,653 | $3,128-47.2% | $4,236-61.0% | $3,607-54.2% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |