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 | $72,372 | $81,248-10.9% | $155,509-53.5% | $80,856-10.5% |
| Participation rate | 64.7% | 66.2%-1.5pp | 78.2%-13.5pp | 67.6%-2.9pp |
| Annual return | 12.12% | 33.31%-21.2pp | 64.67%-52.5pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,047 | $3,100-66.2% | $4,672-77.6% | $2,755-62.0% |
| Participant deferral / active EE | $1,961 | $3,452-43.2% | $5,626-65.1% | $4,296-54.4% |
| Admin fee / account holder | $240 | $7,997-97.0% | $15,912-98.5% | $6,918-96.5% |