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 9-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 | $70,490 | $80,717-12.7% | $154,803-54.5% | $84,808-16.9% |
| Participation rate | 62.5% | 66.8%-4.3pp | 78.1%-15.6pp | 68.3%-5.8pp |
| Annual return | 16.52% | 37.96%-21.4pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,770 | $2,761-35.9% | $4,305-58.9% | $2,631-32.7% |
| Participant deferral / active EE | $5,547 | $3,303+67.9% | $5,540+0.1% | $4,212+31.7% |
| Admin fee / account holder | $295 | $6,746-95.6% | $14,329-97.9% | $7,344-96.0% |