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 | $24,409 | $135,952-82.0% | $123,892-80.3% | $273,961-91.1% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 31.51% | 56.63%-25.1pp | 47.52%-16.0pp | 41.45%-9.9pp |
| Employer contribution / active EE | $2,447 | $5,170-52.7% | $4,617-47.0% | $4,869-49.7% |
| Participant deferral / active EE | $6,397 | $6,343+0.9% | $5,984+6.9% | $5,287+21.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |