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 | $51,269 | $54,762-6.4% | $90,281-43.2% | $72,985-29.8% |
| Participation rate | 31.3% | 65.1%-33.8pp | 73.3%-41.9pp | 69.5%-38.2pp |
| Annual return | 22.09% | 30.63%-8.5pp | 78.10%-56.0pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,035 | $2,092-50.5% | $2,854-63.7% | $2,440-57.6% |
| Participant deferral / active EE | $2,859 | $2,887-1.0% | $3,885-26.4% | $3,607-20.7% |
| Admin fee / account holder | $227 | $3,972-94.3% | $5,351-95.8% | $5,124-95.6% |