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 | $60,951 | $77,634-21.5% | $156,549-61.1% | $62,891-3.1% |
| Participation rate | 60.0% | 71.2%-11.2pp | 84.0%-24.0pp | 69.3%-9.3pp |
| Annual return | 5.07% | 50.32%-45.3pp | 32.23%-27.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $562 | $3,444-83.7% | $5,501-89.8% | $2,281-75.4% |
| Participant deferral / active EE | $3,654 | $3,045+20.0% | $4,871-25.0% | $3,203+14.1% |
| Admin fee / account holder | $197 | $5,561-96.5% | $13,027-98.5% | $4,296-95.4% |