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 | $48,095 | $67,606-28.9% | $82,313-41.6% | $70,131-31.4% |
| Participation rate | 52.7% | 72.8%-20.0pp | 76.9%-24.2pp | 69.5%-16.8pp |
| Annual return | 13.50% | 21.57%-8.1pp | 25.88%-12.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,279 | $1,755-27.1% | $2,428-47.3% | $2,342-45.4% |
| Participant deferral / active EE | $2,409 | $2,987-19.4% | $3,706-35.0% | $3,332-27.7% |
| Admin fee / account holder | $247 | $4,512-94.5% | $5,608-95.6% | $4,645-94.7% |