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 | $71,103 | $153,772-53.8% | $133,980-46.9% | $273,961-74.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 11.55% | 36.51%-25.0pp | 29.30%-17.7pp | 41.45%-29.9pp |
| Employer contribution / active EE | $3,238 | $6,029-46.3% | $5,211-37.9% | $4,869-33.5% |
| Participant deferral / active EE | $8,750 | $6,958+25.7% | $6,282+39.3% | $5,287+65.5% |
| Admin fee / account holder | $31 | $11,765-99.7% | $9,324-99.7% | $10,132-99.7% |