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 | $85,151 | $181,894-53.2% | $156,549-45.6% | $273,961-68.9% |
| Participation rate | 64.3% | 88.4%-24.1pp | 84.0%-19.7pp | 83.0%-18.7pp |
| Annual return | 28.46% | 30.74%-2.3pp | 32.23%-3.8pp | 41.45%-13.0pp |
| Employer contribution / active EE | $2,102 | $6,248-66.4% | $5,501-61.8% | $4,869-56.8% |
| Participant deferral / active EE | $4,631 | $5,550-16.6% | $4,871-4.9% | $5,287-12.4% |
| Admin fee / account holder | $87 | $15,559-99.4% | $13,027-99.3% | $10,132-99.1% |