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 | $56,202 | $93,346-39.8% | $71,796-21.7% | $273,961-79.5% |
| Participation rate | 68.2% | 76.5%-8.3pp | 69.1%-0.9pp | 83.0%-14.8pp |
| Annual return | 5.87% | 130.39%-124.5pp | 78.04%-72.2pp | 41.45%-35.6pp |
| Employer contribution / active EE | $639 | $2,733-76.6% | $1,924-66.8% | $4,869-86.9% |
| Participant deferral / active EE | $2,598 | $3,475-25.2% | $2,794-7.0% | $5,287-50.9% |
| Admin fee / account holder | $275 | $6,571-95.8% | $4,815-94.3% | $10,132-97.3% |