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 | $81,882 | $108,825-24.8% | $156,181-47.6% | $82,448-0.7% |
| Participation rate | 48.8% | 72.4%-23.6pp | 78.8%-30.0pp | 68.1%-19.3pp |
| Annual return | 20.48% | 20.59%-0.1pp | 64.87%-44.4pp | 41.64%-21.2pp |
| Employer contribution / active EE | $1,730 | $2,870-39.7% | $4,294-59.7% | $2,551-32.2% |
| Participant deferral / active EE | $2,770 | $4,577-39.5% | $6,132-54.8% | $4,139-33.1% |
| Admin fee / account holder | $52 | $9,341-99.4% | $14,586-99.6% | $7,234-99.3% |