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 | $33,928 | $90,503-62.5% | $78,689-56.9% | $273,961-87.6% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 10.05% | 75.60%-65.6pp | 62.18%-52.1pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,461 | $3,176-54.0% | $2,851-48.7% | $4,869-70.0% |
| Participant deferral / active EE | $1,822 | $3,901-53.3% | $3,517-48.2% | $5,287-65.5% |
| Admin fee / account holder | $78 | $5,263-98.5% | $4,510-98.3% | $10,132-99.2% |