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 | $79,367 | $84,233-5.8% | $170,442-53.4% | $70,131+13.2% |
| Participation rate | 26.5% | 70.8%-44.3pp | 83.6%-57.1pp | 69.5%-43.0pp |
| Annual return | 19.98% | 23.06%-3.1pp | 205.93%-185.9pp | 73.14%-53.2pp |
| Employer contribution / active EE | $548 | $3,387-83.8% | $5,433-89.9% | $2,342-76.6% |
| Participant deferral / active EE | $1,039 | $3,086-66.3% | $4,939-79.0% | $3,332-68.8% |
| Admin fee / account holder | $24 | $5,698-99.6% | $13,880-99.8% | $4,645-99.5% |