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 | $37,739 | $58,828-35.8% | $77,999-51.6% | $62,891-40.0% |
| Participation rate | 62.4% | 71.1%-8.7pp | 75.5%-13.2pp | 69.3%-7.0pp |
| Annual return | 6.29% | 17.16%-10.9pp | 425.96%-419.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,643 | $1,672-1.7% | $2,470-33.5% | $2,281-27.9% |
| Participant deferral / active EE | $2,374 | $2,686-11.6% | $3,497-32.1% | $3,203-25.9% |
| Admin fee / account holder | $177 | $4,393-96.0% | $5,480-96.8% | $4,296-95.9% |