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 | $69,055 | $59,839+15.4% | $81,983-15.8% | $79,858-13.5% |
| Participation rate | 38.5% | 61.6%-23.2pp | 69.2%-30.8pp | 69.6%-31.2pp |
| Annual return | 20.00% | 17.56%+2.4pp | 41.31%-21.3pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,303 | $1,713-24.0% | $2,498-47.8% | $2,471-47.3% |
| Participant deferral / active EE | $2,691 | $2,695-0.2% | $3,722-27.7% | $3,740-28.1% |
| Admin fee / account holder | $113 | $4,287-97.4% | $5,664-98.0% | $5,306-97.9% |