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 | $57,209 | $56,897+0.5% | $84,750-32.5% | $62,891-9.0% |
| Participation rate | 58.8% | 68.5%-9.7pp | 76.6%-17.8pp | 69.3%-10.5pp |
| Annual return | 7.71% | 6.30%+1.4pp | 22.78%-15.1pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,916 | $2,400-20.1% | $3,574-46.4% | $2,281-16.0% |
| Participant deferral / active EE | $3,827 | $2,709+41.3% | $3,712+3.1% | $3,203+19.5% |
| Admin fee / account holder | $16 | $3,581-99.5% | $5,332-99.7% | $4,296-99.6% |