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 | $64,155 | $215,361-70.2% | $171,082-62.5% | $273,961-76.6% |
| Participation rate | 56.3% | 82.0%-25.8pp | 76.7%-20.4pp | 83.0%-26.8pp |
| Annual return | 8.42% | 25.14%-16.7pp | 32.56%-24.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $425 | $4,967-91.5% | $4,002-89.4% | $4,869-91.3% |
| Participant deferral / active EE | $1,813 | $5,543-67.3% | $4,797-62.2% | $5,287-65.7% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |