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 | $59,350 | $72,492-18.1% | $87,100-31.9% | $72,985-18.7% |
| Participation rate | 60.3% | 72.8%-12.5pp | 76.9%-16.6pp | 69.5%-9.2pp |
| Annual return | 21.61% | 24.46%-2.9pp | 28.19%-6.6pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,175 | $1,894-38.0% | $2,521-53.4% | $2,440-51.8% |
| Participant deferral / active EE | $2,477 | $3,270-24.2% | $4,049-38.8% | $3,607-31.3% |
| Admin fee / account holder | $151 | $5,055-97.0% | $7,497-98.0% | $5,124-97.1% |