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 | $44,597 | $54,762-18.6% | $90,281-50.6% | $72,985-38.9% |
| Participation rate | 69.2% | 65.1%+4.1pp | 73.3%-4.0pp | 69.5%-0.3pp |
| Annual return | 24.07% | 30.63%-6.6pp | 78.10%-54.0pp | 81.00%-56.9pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,486 | $2,887+90.0% | $3,885+41.2% | $3,607+52.1% |
| Admin fee / account holder | $48 | $3,972-98.8% | $5,351-99.1% | $5,124-99.1% |