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 | $71,707 | $91,037-21.2% | $71,6710% | $147,584-51.4% |
| Participation rate | 69.2% | 76.1%-6.9pp | 68.7%+0.5pp | 82.8%-13.6pp |
| Annual return | 19.55% | 20.48%-0.9pp | 20.65%-1.1pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,380 | $3,327-58.5% | $2,460-43.9% | $4,876-71.7% |
| Participant deferral / active EE | $5,695 | $4,498+26.6% | $3,438+65.7% | $5,439+4.7% |
| Admin fee / account holder | $252 | $8,613-97.1% | $5,558-95.5% | $10,885-97.7% |