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 | $55,397 | $80,717-31.4% | $154,803-64.2% | $84,808-34.7% |
| Participation rate | 23.2% | 66.8%-43.6pp | 78.1%-54.9pp | 68.3%-45.1pp |
| Annual return | 19.23% | 37.96%-18.7pp | 58.88%-39.6pp | 40.90%-21.7pp |
| Employer contribution / active EE | $573 | $2,761-79.2% | $4,305-86.7% | $2,631-78.2% |
| Participant deferral / active EE | $1,174 | $3,303-64.4% | $5,540-78.8% | $4,212-72.1% |
| Admin fee / account holder | $155 | $6,746-97.7% | $14,329-98.9% | $7,344-97.9% |