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 | $61,909 | $163,687-62.2% | $108,745-43.1% | $273,961-77.4% |
| Participation rate | 20.0% | 82.3%-62.3pp | 77.7%-57.7pp | 83.0%-63.0pp |
| Annual return | 10.62% | 31.16%-20.5pp | 46.22%-35.6pp | 41.45%-30.8pp |
| Employer contribution / active EE | $0 | $4,711-100.0% | $3,323-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,523 | $7,155-36.8% | $5,121-11.7% | $5,287-14.5% |
| Admin fee / account holder | $0 | $12,890-100.0% | $6,144-100.0% | $10,132-100.0% |