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 | $90,899 | $76,367+19.0% | $93,606-2.9% | $72,985+24.5% |
| Participation rate | 47.4% | 71.7%-24.4pp | 75.8%-28.5pp | 69.5%-22.1pp |
| Annual return | 23.30% | 25.82%-2.5pp | 32.76%-9.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,187 | $2,275-47.8% | $2,718-56.3% | $2,440-51.3% |
| Participant deferral / active EE | $2,092 | $3,538-40.9% | $4,069-48.6% | $3,607-42.0% |
| Admin fee / account holder | $16 | $6,838-99.8% | $7,888-99.8% | $5,124-99.7% |