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 | $56,108 | $104,251-46.2% | $91,001-38.3% | $147,584-62.0% |
| Participation rate | 46.2% | 78.2%-32.1pp | 75.6%-29.4pp | 82.8%-36.7pp |
| Annual return | 10.39% | 27.06%-16.7pp | 4.60%+5.8pp | 578.55%-568.2pp |
| Employer contribution / active EE | $810 | $3,116-74.0% | $2,456-67.0% | $4,876-83.4% |
| Participant deferral / active EE | $2,348 | $4,195-44.0% | $3,547-33.8% | $5,439-56.8% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |