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 | $45,710 | $81,248-43.7% | $155,509-70.6% | $80,856-43.5% |
| Participation rate | 61.0% | 66.2%-5.3pp | 78.2%-17.2pp | 67.6%-6.7pp |
| Annual return | 19.49% | 33.31%-13.8pp | 64.67%-45.2pp | 35.59%-16.1pp |
| Employer contribution / active EE | $2,704 | $3,100-12.8% | $4,672-42.1% | $2,755-1.8% |
| Participant deferral / active EE | $4,695 | $3,452+36.0% | $5,626-16.6% | $4,296+9.3% |
| Admin fee / account holder | $168 | $7,997-97.9% | $15,912-98.9% | $6,918-97.6% |