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 | $52,320 | $58,523-10.6% | $99,443-47.4% | $72,985-28.3% |
| Participation rate | 59.5% | 64.6%-5.1pp | 73.8%-14.3pp | 69.5%-10.0pp |
| Annual return | 21.25% | 28.51%-7.3pp | 30.72%-9.5pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,063 | $1,512-29.7% | $2,540-58.2% | $2,440-56.4% |
| Participant deferral / active EE | $3,884 | $2,606+49.1% | $3,619+7.3% | $3,607+7.7% |
| Admin fee / account holder | $190 | $4,102-95.4% | $6,250-97.0% | $5,124-96.3% |