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 | $34,810 | $80,968-57.0% | $96,544-63.9% | $75,163-53.7% |
| Participation rate | 68.6% | 71.8%-3.2pp | 76.0%-7.4pp | 67.2%+1.4pp |
| Annual return | 17.03% | 27.06%-10.0pp | 25.84%-8.8pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,702 | $2,282-25.4% | $2,965-42.6% | $2,670-36.2% |
| Participant deferral / active EE | $4,476 | $3,928+14.0% | $4,851-7.7% | $4,125+8.5% |
| Admin fee / account holder | $33 | $6,724-99.5% | $8,252-99.6% | $5,651-99.4% |