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 | $52,278 | $78,422-33.3% | $95,952-45.5% | $79,858-34.5% |
| Participation rate | 62.7% | 73.5%-10.7pp | 77.1%-14.3pp | 69.6%-6.9pp |
| Annual return | 14.15% | 19.37%-5.2pp | 91.61%-77.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,396 | $1,945-28.2% | $2,541-45.0% | $2,471-43.5% |
| Participant deferral / active EE | $3,503 | $3,440+1.8% | $4,167-15.9% | $3,740-6.3% |
| Admin fee / account holder | $71 | $5,622-98.7% | $6,795-99.0% | $5,306-98.7% |