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 | $52,668 | $62,586-15.8% | $76,768-31.4% | $64,186-17.9% |
| Participation rate | 58.1% | 72.8%-14.8pp | 77.0%-18.9pp | 69.6%-11.5pp |
| Annual return | 6.78% | -1.95%+8.7pp | 2.43%+4.3pp | 7.63%-0.9pp |
| Employer contribution / active EE | $1,447 | $1,832-21.0% | $2,485-41.8% | $2,381-39.2% |
| Participant deferral / active EE | $2,863 | $3,145-9.0% | $3,852-25.7% | $3,470-17.5% |
| Admin fee / account holder | $73 | $4,667-98.4% | $6,675-98.9% | $4,888-98.5% |