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 | $36,953 | $102,616-64.0% | $81,983-54.9% | $158,922-76.7% |
| Participation rate | 55.6% | 75.5%-20.0pp | 69.2%-13.7pp | 82.0%-26.4pp |
| Annual return | 18.74% | 61.04%-42.3pp | 41.31%-22.6pp | 302.83%-284.1pp |
| Employer contribution / active EE | $943 | $3,240-70.9% | $2,498-62.2% | $4,761-80.2% |
| Participant deferral / active EE | $1,886 | $4,648-59.4% | $3,722-49.3% | $5,982-68.5% |
| Admin fee / account holder | $27 | $8,235-99.7% | $5,664-99.5% | $11,246-99.8% |