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 | $52,322 | $181,894-71.2% | $156,549-66.6% | $273,961-80.9% |
| Participation rate | 69.2% | 88.4%-19.2pp | 84.0%-14.8pp | 83.0%-13.8pp |
| Annual return | 7.93% | 30.74%-22.8pp | 32.23%-24.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,266 | $6,248-63.7% | $5,501-58.8% | $4,869-53.4% |
| Participant deferral / active EE | $4,508 | $5,550-18.8% | $4,871-7.4% | $5,287-14.7% |
| Admin fee / account holder | $247 | $15,559-98.4% | $13,027-98.1% | $10,132-97.6% |