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 | $103,416 | $181,894-43.1% | $156,549-33.9% | $273,961-62.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 7.85% | 30.74%-22.9pp | 32.23%-24.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,600 | $6,248-74.4% | $5,501-70.9% | $4,869-67.1% |
| Participant deferral / active EE | $3,246 | $5,550-41.5% | $4,871-33.4% | $5,287-38.6% |
| Admin fee / account holder | $113 | $15,559-99.3% | $13,027-99.1% | $10,132-98.9% |