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 | $72,840 | $53,127+37.1% | $86,590-15.9% | $70,131+3.9% |
| Participation rate | 39.1% | 65.3%-26.2pp | 73.5%-34.4pp | 69.5%-30.4pp |
| Annual return | 19.69% | 27.66%-8.0pp | 964.84%-945.2pp | 73.14%-53.5pp |
| Employer contribution / active EE | $844 | $2,068-59.2% | $2,839-70.3% | $2,342-64.0% |
| Participant deferral / active EE | $2,010 | $2,696-25.4% | $3,609-44.3% | $3,332-39.7% |
| Admin fee / account holder | $230 | $3,585-93.6% | $4,906-95.3% | $4,645-95.0% |