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 | $132,326 | $181,894-27.3% | $156,549-15.5% | $273,961-51.7% |
| Participation rate | 54.5% | 88.4%-33.8pp | 84.0%-29.5pp | 83.0%-28.5pp |
| Annual return | 5.84% | 30.74%-24.9pp | 32.23%-26.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,547 | $6,248-75.2% | $5,501-71.9% | $4,869-68.2% |
| Participant deferral / active EE | $5,279 | $5,550-4.9% | $4,871+8.4% | $5,287-0.1% |
| Admin fee / account holder | $143 | $15,559-99.1% | $13,027-98.9% | $10,132-98.6% |