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 3-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 | $36,183 | $81,460-55.6% | $103,333-65.0% | $80,856-55.3% |
| Participation rate | 67.6% | 66.8%+0.8pp | 74.5%-6.9pp | 67.6%0pp |
| Annual return | 30.22% | 25.55%+4.7pp | 24.88%+5.3pp | 35.59%-5.4pp |
| Employer contribution / active EE | $3,167 | $3,105+2.0% | $3,868-18.1% | $2,755+15.0% |
| Participant deferral / active EE | $4,685 | $3,869+21.1% | $5,057-7.4% | $4,296+9.1% |
| Admin fee / account holder | $100 | $6,566-98.5% | $8,355-98.8% | $6,918-98.6% |