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 | $41,926 | $56,897-26.3% | $84,750-50.5% | $62,891-33.3% |
| Participation rate | 57.1% | 68.5%-11.4pp | 76.6%-19.4pp | 69.3%-12.2pp |
| Annual return | 8.59% | 6.30%+2.3pp | 22.78%-14.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,768 | $2,400-26.3% | $3,574-50.5% | $2,281-22.5% |
| Participant deferral / active EE | $4,708 | $2,709+73.8% | $3,712+26.8% | $3,203+47.0% |
| Admin fee / account holder | $92 | $3,581-97.4% | $5,332-98.3% | $4,296-97.9% |