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 | $38,511 | $96,956-60.3% | $70,014-45.0% | $273,961-85.9% |
| Participation rate | 60.0% | 77.1%-17.1pp | 71.8%-11.8pp | 83.0%-23.0pp |
| Annual return | 10.11% | 12.93%-2.8pp | 12.99%-2.9pp | 41.45%-31.3pp |
| Employer contribution / active EE | $1,113 | $3,316-66.4% | $2,338-52.4% | $4,869-77.1% |
| Participant deferral / active EE | $3,898 | $3,744+4.1% | $2,931+33.0% | $5,287-26.3% |
| Admin fee / account holder | $14 | $7,934-99.8% | $4,380-99.7% | $10,132-99.9% |