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 | $41,863 | $47,848-12.5% | $81,478-48.6% | $70,131-40.3% |
| Participation rate | 68.0% | 58.3%+9.7pp | 68.0%0pp | 69.5%-1.5pp |
| Annual return | 18.46% | 27.25%-8.8pp | 38.78%-20.3pp | 73.14%-54.7pp |
| Employer contribution / active EE | $1,665 | $1,527+9.0% | $2,568-35.2% | $2,342-28.9% |
| Participant deferral / active EE | $4,099 | $2,453+67.1% | $3,537+15.9% | $3,332+23.0% |
| Admin fee / account holder | $36 | $3,145-98.8% | $4,561-99.2% | $4,645-99.2% |