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 | $72,154 | $55,706+29.5% | $75,886-4.9% | $72,985-1.1% |
| Participation rate | 36.0% | 61.1%-25.1pp | 69.3%-33.3pp | 69.5%-33.5pp |
| Annual return | 21.76% | 27.59%-5.8pp | 30.76%-9.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,538 | $1,687-8.8% | $2,500-38.5% | $2,440-37.0% |
| Participant deferral / active EE | $2,508 | $2,634-4.8% | $3,603-30.4% | $3,607-30.5% |
| Admin fee / account holder | $273 | $3,978-93.1% | $5,418-95.0% | $5,124-94.7% |