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 | $35,614 | $181,894-80.4% | $156,549-77.3% | $273,961-87.0% |
| Participation rate | 64.7% | 88.4%-23.7pp | 84.0%-19.3pp | 83.0%-18.3pp |
| Annual return | 9.59% | 30.74%-21.1pp | 32.23%-22.6pp | 41.45%-31.9pp |
| Employer contribution / active EE | $1,807 | $6,248-71.1% | $5,501-67.2% | $4,869-62.9% |
| Participant deferral / active EE | $3,109 | $5,550-44.0% | $4,871-36.2% | $5,287-41.2% |
| Admin fee / account holder | $81 | $15,559-99.5% | $13,027-99.4% | $10,132-99.2% |