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 | $34,121 | $93,071-63.3% | $74,583-54.3% | $273,961-87.5% |
| Participation rate | 57.1% | 74.9%-17.8pp | 68.1%-11.0pp | 83.0%-25.9pp |
| Annual return | 9.40% | 26.18%-16.8pp | 20.47%-11.1pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,255 | $3,160-60.3% | $2,525-50.3% | $4,869-74.2% |
| Participant deferral / active EE | $3,080 | $4,160-26.0% | $3,458-10.9% | $5,287-41.7% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |