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 | $37,273 | $67,606-44.9% | $82,313-54.7% | $70,131-46.9% |
| Participation rate | 63.9% | 72.8%-8.9pp | 76.9%-13.0pp | 69.5%-5.7pp |
| Annual return | 15.05% | 21.57%-6.5pp | 25.88%-10.8pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,255 | $1,755-28.5% | $2,428-48.3% | $2,342-46.4% |
| Participant deferral / active EE | $2,380 | $2,987-20.3% | $3,706-35.8% | $3,332-28.6% |
| Admin fee / account holder | $24 | $4,512-99.5% | $5,608-99.6% | $4,645-99.5% |