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 | $70,015 | $135,952-48.5% | $123,892-43.5% | $273,961-74.4% |
| Participation rate | 20.0% | 84.1%-64.1pp | 81.4%-61.4pp | 83.0%-63.0pp |
| Annual return | 14.16% | 56.63%-42.5pp | 47.52%-33.4pp | 41.45%-27.3pp |
| Employer contribution / active EE | $985 | $5,170-81.0% | $4,617-78.7% | $4,869-79.8% |
| Participant deferral / active EE | $3,600 | $6,343-43.2% | $5,984-39.8% | $5,287-31.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |