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 | $40,307 | $65,365-38.3% | $92,893-56.6% | $72,985-44.8% |
| Participation rate | 69.4% | 68.3%+1.1pp | 76.0%-6.6pp | 69.5%0pp |
| Annual return | 23.28% | 42.10%-18.8pp | 109.41%-86.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $754 | $2,594-70.9% | $3,653-79.4% | $2,440-69.1% |
| Participant deferral / active EE | $2,027 | $3,128-35.2% | $4,236-52.1% | $3,607-43.8% |
| Admin fee / account holder | $282 | $4,251-93.4% | $5,794-95.1% | $5,124-94.5% |