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 | $40,363 | $52,580-23.2% | $71,671-43.7% | $70,131-42.4% |
| Participation rate | 55.6% | 60.9%-5.3pp | 68.7%-13.2pp | 69.5%-14.0pp |
| Annual return | 13.44% | 20.25%-6.8pp | 20.65%-7.2pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,195 | $1,616-26.1% | $2,460-51.4% | $2,342-49.0% |
| Participant deferral / active EE | $3,639 | $2,386+52.5% | $3,438+5.8% | $3,332+9.2% |
| Admin fee / account holder | $239 | $3,653-93.4% | $5,558-95.7% | $4,645-94.8% |