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 | $73,286 | $181,894-59.7% | $156,549-53.2% | $273,961-73.2% |
| Participation rate | 64.7% | 88.4%-23.7pp | 84.0%-19.3pp | 83.0%-18.3pp |
| Annual return | 5.29% | 30.74%-25.5pp | 32.23%-26.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,425 | $6,248-77.2% | $5,501-74.1% | $4,869-70.7% |
| Participant deferral / active EE | $4,230 | $5,550-23.8% | $4,871-13.2% | $5,287-20.0% |
| Admin fee / account holder | $136 | $15,559-99.1% | $13,027-99.0% | $10,132-98.7% |