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 | $23,684 | $62,672-62.2% | $185,117-87.2% | $70,131-66.2% |
| Participation rate | 51.8% | 63.8%-12.0pp | 77.3%-25.5pp | 69.5%-17.8pp |
| Annual return | 44.26% | 40.79%+3.5pp | 40.50%+3.8pp | 73.14%-28.9pp |
| Employer contribution / active EE | $1,619 | $1,753-7.7% | $4,182-61.3% | $2,342-30.9% |
| Participant deferral / active EE | $4,434 | $3,272+35.5% | $5,045-12.1% | $3,332+33.1% |
| Admin fee / account holder | $168 | $3,932-95.7% | $8,159-97.9% | $4,645-96.4% |