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 | $42,689 | $60,349-29.3% | $74,183-42.5% | $62,891-32.1% |
| Participation rate | 53.3% | 72.7%-19.4pp | 76.6%-23.3pp | 69.3%-16.0pp |
| Annual return | 9.02% | 21.37%-12.4pp | 17.74%-8.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,336 | $1,680-20.5% | $2,370-43.6% | $2,281-41.4% |
| Participant deferral / active EE | $3,397 | $2,856+19.0% | $3,550-4.3% | $3,203+6.1% |
| Admin fee / account holder | $19 | $4,261-99.5% | $5,586-99.7% | $4,296-99.5% |