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 | $48,921 | $72,277-32.3% | $101,248-51.7% | $79,858-38.7% |
| Participation rate | 61.8% | 68.5%-6.7pp | 75.8%-14.0pp | 69.6%-7.9pp |
| Annual return | 24.25% | 22.30%+2.0pp | 46.47%-22.2pp | 31.71%-7.5pp |
| Employer contribution / active EE | $1,905 | $2,692-29.2% | $3,660-47.9% | $2,471-22.9% |
| Participant deferral / active EE | $4,304 | $3,282+31.1% | $4,370-1.5% | $3,740+15.1% |
| Admin fee / account holder | $169 | $4,400-96.2% | $5,945-97.2% | $5,306-96.8% |