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 | $63,976 | $65,365-2.1% | $92,893-31.1% | $72,985-12.3% |
| Participation rate | 63.0% | 68.3%-5.4pp | 76.0%-13.0pp | 69.5%-6.5pp |
| Annual return | 20.86% | 42.10%-21.2pp | 109.41%-88.6pp | 81.00%-60.1pp |
| Employer contribution / active EE | $1,651 | $2,594-36.4% | $3,653-54.8% | $2,440-32.3% |
| Participant deferral / active EE | $3,785 | $3,128+21.0% | $4,236-10.6% | $3,607+4.9% |
| Admin fee / account holder | $168 | $4,251-96.1% | $5,794-97.1% | $5,124-96.7% |