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 3-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 | $46,345 | $138,347-66.5% | $184,203-74.8% | $80,856-42.7% |
| Participation rate | 67.4% | 83.9%-16.4pp | 86.8%-19.4pp | 67.6%-0.2pp |
| Annual return | 13.17% | 20.02%-6.9pp | 28.81%-15.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $4,257 | $4,850-12.2% | $6,427-33.8% | $2,755+54.5% |
| Participant deferral / active EE | $6,417 | $7,071-9.2% | $9,131-29.7% | $4,296+49.4% |
| Admin fee / account holder | $295 | $10,483-97.2% | $13,901-97.9% | $6,918-95.7% |