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 | $20,762 | $65,365-68.2% | $92,893-77.6% | $72,985-71.6% |
| Participation rate | 69.0% | 68.3%+0.7pp | 76.0%-7.0pp | 69.5%-0.5pp |
| Annual return | 28.11% | 42.10%-14.0pp | 109.41%-81.3pp | 81.00%-52.9pp |
| Employer contribution / active EE | $1,463 | $2,594-43.6% | $3,653-59.9% | $2,440-40.0% |
| Participant deferral / active EE | $3,420 | $3,128+9.3% | $4,236-19.3% | $3,607-5.2% |
| Admin fee / account holder | $99 | $4,251-97.7% | $5,794-98.3% | $5,124-98.1% |