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 | $75,360 | $77,503-2.8% | $100,391-24.9% | $80,856-6.8% |
| Participation rate | 67.1% | 76.9%-9.8pp | 81.5%-14.4pp | 67.6%-0.5pp |
| Annual return | 17.23% | 37.20%-20.0pp | 49.20%-32.0pp | 35.59%-18.4pp |
| Employer contribution / active EE | $3,433 | $2,801+22.6% | $3,942-12.9% | $2,755+24.6% |
| Participant deferral / active EE | $7,726 | $6,820+13.3% | $8,082-4.4% | $4,296+79.8% |
| Admin fee / account holder | $221 | $5,897-96.2% | $7,899-97.2% | $6,918-96.8% |