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 | $31,403 | $52,380-40.0% | $98,755-68.2% | $85,850-63.4% |
| Participation rate | 62.2% | 58.0%+4.2pp | 65.7%-3.6pp | 69.3%-7.2pp |
| Annual return | 16.23% | 25.82%-9.6pp | 49.91%-33.7pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,477 | $1,337+10.5% | $2,067-28.5% | $2,565-42.4% |
| Participant deferral / active EE | $2,267 | $2,101+7.9% | $3,035-25.3% | $3,952-42.6% |
| Admin fee / account holder | $132 | $3,865-96.6% | $4,076-96.8% | $6,260-97.9% |