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 | $52,363 | $60,349-13.2% | $74,183-29.4% | $62,891-16.7% |
| Participation rate | 61.1% | 72.7%-11.6pp | 76.6%-15.5pp | 69.3%-8.2pp |
| Annual return | 6.36% | 21.37%-15.0pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,999 | $2,856+40.0% | $3,550+12.7% | $3,203+24.8% |
| Admin fee / account holder | $56 | $4,261-98.7% | $5,586-99.0% | $4,296-98.7% |