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 | $52,691 | $85,766-38.6% | $136,294-61.3% | $70,131-24.9% |
| Participation rate | 68.4% | 74.2%-5.7pp | 81.9%-13.5pp | 69.5%-1.1pp |
| Annual return | 17.55% | 31.45%-13.9pp | 5155.94%-5138.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,679 | $2,966-43.4% | $4,695-64.2% | $2,342-28.3% |
| Participant deferral / active EE | $7,627 | $5,051+51.0% | $6,247+22.1% | $3,332+128.9% |
| Admin fee / account holder | $43 | $5,420-99.2% | $9,243-99.5% | $4,645-99.1% |