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 | $28,569 | $104,251-72.6% | $91,001-68.6% | $147,584-80.6% |
| Participation rate | 55.6% | 78.2%-22.7pp | 75.6%-20.0pp | 82.8%-27.3pp |
| Annual return | 17.23% | 27.06%-9.8pp | 4.60%+12.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,193 | $3,116-61.7% | $2,456-51.4% | $4,876-75.5% |
| Participant deferral / active EE | $3,702 | $4,195-11.8% | $3,547+4.3% | $5,439-31.9% |
| Admin fee / account holder | $200 | $8,948-97.8% | $5,417-96.3% | $10,885-98.2% |