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 | $54,191 | $53,127+2.0% | $86,590-37.4% | $70,131-22.7% |
| Participation rate | 63.4% | 65.3%-1.9pp | 73.5%-10.1pp | 69.5%-6.1pp |
| Annual return | 25.31% | 27.66%-2.3pp | 964.84%-939.5pp | 73.14%-47.8pp |
| Employer contribution / active EE | $1,220 | $2,068-41.0% | $2,839-57.0% | $2,342-47.9% |
| Participant deferral / active EE | $2,168 | $2,696-19.6% | $3,609-39.9% | $3,332-34.9% |
| Admin fee / account holder | $97 | $3,585-97.3% | $4,906-98.0% | $4,645-97.9% |