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 5-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 | $24,191 | $74,927-67.7% | $101,794-76.2% | $84,808-71.5% |
| Participation rate | 51.5% | 61.4%-9.9pp | 69.2%-17.7pp | 68.3%-16.8pp |
| Annual return | 20.01% | 18.70%+1.3pp | 30.53%-10.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,269 | $1,522-16.6% | $2,289-44.5% | $2,631-51.7% |
| Participant deferral / active EE | $2,591 | $3,099-16.4% | $4,084-36.6% | $4,212-38.5% |
| Admin fee / account holder | $275 | $6,514-95.8% | $8,777-96.9% | $7,344-96.3% |