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 | $73,780 | $86,944-15.1% | $107,525-31.4% | $74,304-0.7% |
| Participation rate | 32.6% | 59.6%-27.0pp | 75.1%-42.5pp | 60.3%-27.8pp |
| Annual return | 19.11% | 23.52%-4.4pp | 181.32%-162.2pp | 29.43%-10.3pp |
| Employer contribution / active EE | $1,147 | $2,757-58.4% | $3,754-69.4% | $2,241-48.8% |
| Participant deferral / active EE | $2,027 | $3,554-43.0% | $5,116-60.4% | $3,767-46.2% |
| Admin fee / account holder | $177 | $3,727-95.2% | $8,919-98.0% | $2,969-94.0% |