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 | $81,082 | $99,341-18.4% | $84,750-4.3% | $273,961-70.4% |
| Participation rate | 61.5% | 80.7%-19.2pp | 76.6%-15.1pp | 83.0%-21.5pp |
| Annual return | 4.71% | 22.93%-18.2pp | 22.78%-18.1pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,159 | $4,214-72.5% | $3,574-67.6% | $4,869-76.2% |
| Participant deferral / active EE | $4,577 | $4,269+7.2% | $3,712+23.3% | $5,287-13.4% |
| Admin fee / account holder | $247 | $6,644-96.3% | $5,332-95.4% | $10,132-97.6% |