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 | $15,378 | $84,233-81.7% | $170,442-91.0% | $70,131-78.1% |
| Participation rate | 55.2% | 70.8%-15.7pp | 83.6%-28.4pp | 69.5%-14.4pp |
| Annual return | 23.19% | 23.06%+0.1pp | 205.93%-182.7pp | 73.14%-50.0pp |
| Employer contribution / active EE | $410 | $3,387-87.9% | $5,433-92.4% | $2,342-82.5% |
| Participant deferral / active EE | $1,328 | $3,086-57.0% | $4,939-73.1% | $3,332-60.1% |
| Admin fee / account holder | $98 | $5,698-98.3% | $13,880-99.3% | $4,645-97.9% |