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 | $61,846 | $76,367-19.0% | $93,606-33.9% | $72,985-15.3% |
| Participation rate | 67.6% | 71.7%-4.1pp | 75.8%-8.2pp | 69.5%-1.8pp |
| Annual return | 22.75% | 25.82%-3.1pp | 32.76%-10.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $745 | $2,275-67.3% | $2,718-72.6% | $2,440-69.5% |
| Participant deferral / active EE | $1,602 | $3,538-54.7% | $4,069-60.6% | $3,607-55.6% |
| Admin fee / account holder | $54 | $6,838-99.2% | $7,888-99.3% | $5,124-98.9% |