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 | $70,215 | $90,503-22.4% | $78,689-10.8% | $273,961-74.4% |
| Participation rate | 63.6% | 76.5%-12.9pp | 73.6%-9.9pp | 83.0%-19.4pp |
| Annual return | 19.83% | 75.60%-55.8pp | 62.18%-42.3pp | 41.45%-21.6pp |
| Employer contribution / active EE | $3,009 | $3,176-5.2% | $2,851+5.6% | $4,869-38.2% |
| Participant deferral / active EE | $3,373 | $3,901-13.5% | $3,517-4.1% | $5,287-36.2% |
| Admin fee / account holder | $44 | $5,263-99.2% | $4,510-99.0% | $10,132-99.6% |