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 | $104,459 | $56,054+86.4% | $171,082-38.9% | $62,891+66.1% |
| Participation rate | 55.1% | 62.9%-7.8pp | 76.7%-21.6pp | 69.3%-14.2pp |
| Annual return | 6.70% | 22.52%-15.8pp | 32.56%-25.9pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,670 | $3,158+16.2% | $4,797-23.5% | $3,203+14.6% |
| Admin fee / account holder | $112 | $3,647-96.9% | $8,520-98.7% | $4,296-97.4% |