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 | $60,326 | $58,512+3.1% | $84,015-28.2% | $72,985-17.3% |
| Participation rate | 31.7% | 61.2%-29.6pp | 69.0%-37.3pp | 69.5%-37.8pp |
| Annual return | 21.75% | 28.93%-7.2pp | 71.31%-49.6pp | 81.00%-59.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,411 | $2,394-41.1% | $3,239-56.4% | $3,607-60.9% |
| Admin fee / account holder | $249 | $4,569-94.5% | $6,101-95.9% | $5,124-95.1% |