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 | $22,471 | $64,348-65.1% | $90,160-75.1% | $70,131-68.0% |
| Participation rate | 67.6% | 70.4%-2.8pp | 76.9%-9.2pp | 69.5%-1.9pp |
| Annual return | 22.41% | 28.13%-5.7pp | 34.88%-12.5pp | 73.14%-50.7pp |
| Employer contribution / active EE | $2,029 | $2,046-0.8% | $3,318-38.8% | $2,342-13.4% |
| Participant deferral / active EE | $3,195 | $4,389-27.2% | $5,288-39.6% | $3,332-4.1% |
| Admin fee / account holder | $258 | $3,944-93.5% | $5,943-95.7% | $4,645-94.5% |