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 | $43,388 | $48,076-9.8% | $78,689-44.9% | $62,891-31.0% |
| Participation rate | 53.3% | 65.2%-11.9pp | 73.6%-20.2pp | 69.3%-16.0pp |
| Annual return | 9.43% | 31.35%-21.9pp | 62.18%-52.7pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,680 | $2,015-16.6% | $2,851-41.1% | $2,281-26.3% |
| Participant deferral / active EE | $4,201 | $2,588+62.3% | $3,517+19.5% | $3,203+31.2% |
| Admin fee / account holder | $216 | $3,207-93.3% | $4,510-95.2% | $4,296-95.0% |