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 | $58,647 | $56,897+3.1% | $84,750-30.8% | $62,891-6.7% |
| Participation rate | 51.4% | 68.5%-17.2pp | 76.6%-25.2pp | 69.3%-18.0pp |
| Annual return | 21.37% | 6.30%+15.1pp | 22.78%-1.4pp | 20.14%+1.2pp |
| Employer contribution / active EE | $1,596 | $2,400-33.5% | $3,574-55.3% | $2,281-30.0% |
| Participant deferral / active EE | $3,994 | $2,709+47.4% | $3,712+7.6% | $3,203+24.7% |
| Admin fee / account holder | $19 | $3,581-99.5% | $5,332-99.6% | $4,296-99.6% |