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 | $27,523 | $58,851-53.2% | $115,157-76.1% | $72,985-62.3% |
| Participation rate | 67.3% | 65.5%+1.7pp | 75.9%-8.6pp | 69.5%-2.2pp |
| Annual return | 24.61% | 23.16%+1.4pp | 35.60%-11.0pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,449 | $1,798-19.4% | $3,179-54.4% | $2,440-40.6% |
| Participant deferral / active EE | $2,192 | $2,643-17.0% | $4,168-47.4% | $3,607-39.2% |
| Admin fee / account holder | $184 | $6,370-97.1% | $7,088-97.4% | $5,124-96.4% |