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 | $75,403 | $135,952-44.5% | $123,892-39.1% | $273,961-72.5% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 8.99% | 56.63%-47.6pp | 47.52%-38.5pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,388 | $5,170-73.2% | $4,617-69.9% | $4,869-71.5% |
| Participant deferral / active EE | $6,480 | $6,343+2.2% | $5,984+8.3% | $5,287+22.6% |
| Admin fee / account holder | $42 | $9,817-99.6% | $8,357-99.5% | $10,132-99.6% |