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 | $41,055 | $135,952-69.8% | $123,892-66.9% | $273,961-85.0% |
| Participation rate | 68.2% | 84.1%-15.9pp | 81.4%-13.2pp | 83.0%-14.8pp |
| Annual return | 9.36% | 56.63%-47.3pp | 47.52%-38.2pp | 41.45%-32.1pp |
| Employer contribution / active EE | $3,550 | $5,170-31.3% | $4,617-23.1% | $4,869-27.1% |
| Participant deferral / active EE | $7,836 | $6,343+23.5% | $5,984+30.9% | $5,287+48.2% |
| Admin fee / account holder | $66 | $9,817-99.3% | $8,357-99.2% | $10,132-99.3% |