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 | $61,753 | $60,349+2.3% | $74,183-16.8% | $62,891-1.8% |
| Participation rate | 59.4% | 72.7%-13.4pp | 76.6%-17.2pp | 69.3%-9.9pp |
| Annual return | 16.51% | 21.37%-4.9pp | 17.74%-1.2pp | 20.14%-3.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,752 | $2,856-3.6% | $3,550-22.5% | $3,203-14.1% |
| Admin fee / account holder | $130 | $4,261-96.9% | $5,586-97.7% | $4,296-97.0% |