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 | $25,615 | $51,708-50.5% | $106,619-76.0% | $62,891-59.3% |
| Participation rate | 47.3% | 66.9%-19.6pp | 78.0%-30.7pp | 69.3%-22.0pp |
| Annual return | 6.34% | 4.69%+1.6pp | 9.42%-3.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $558 | $1,764-68.4% | $3,947-85.9% | $2,281-75.5% |
| Participant deferral / active EE | $945 | $2,315-59.2% | $3,930-75.9% | $3,203-70.5% |
| Admin fee / account holder | $225 | $3,349-93.3% | $6,418-96.5% | $4,296-94.8% |