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 | $46,070 | $53,018-13.1% | $70,014-34.2% | $62,891-26.7% |
| Participation rate | 60.0% | 67.2%-7.2pp | 71.8%-11.8pp | 69.3%-9.3pp |
| Annual return | 16.75% | 13.35%+3.4pp | 12.99%+3.8pp | 20.14%-3.4pp |
| Employer contribution / active EE | $2,009 | $1,799+11.7% | $2,338-14.1% | $2,281-11.9% |
| Participant deferral / active EE | $2,987 | $2,395+24.7% | $2,931+1.9% | $3,203-6.7% |
| Admin fee / account holder | $8 | $3,690-99.8% | $4,380-99.8% | $4,296-99.8% |