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 | $37,596 | $77,634-51.6% | $156,549-76.0% | $62,891-40.2% |
| Participation rate | 60.5% | 71.2%-10.7pp | 84.0%-23.5pp | 69.3%-8.8pp |
| Annual return | 8.27% | 50.32%-42.1pp | 32.23%-24.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,455 | $3,444-57.7% | $5,501-73.5% | $2,281-36.2% |
| Participant deferral / active EE | $2,849 | $3,045-6.5% | $4,871-41.5% | $3,203-11.1% |
| Admin fee / account holder | $24 | $5,561-99.6% | $13,027-99.8% | $4,296-99.4% |