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 | $59,648 | $48,076+24.1% | $78,689-24.2% | $62,891-5.2% |
| Participation rate | 43.8% | 65.2%-21.5pp | 73.6%-29.8pp | 69.3%-25.6pp |
| Annual return | 8.45% | 31.35%-22.9pp | 62.18%-53.7pp | 20.14%-11.7pp |
| Employer contribution / active EE | $964 | $2,015-52.1% | $2,851-66.2% | $2,281-57.7% |
| Participant deferral / active EE | $1,902 | $2,588-26.5% | $3,517-45.9% | $3,203-40.6% |
| Admin fee / account holder | $191 | $3,207-94.1% | $4,510-95.8% | $4,296-95.6% |