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 | $54,891 | $215,361-74.5% | $171,082-67.9% | $273,961-80.0% |
| Participation rate | 57.1% | 82.0%-24.9pp | 76.7%-19.6pp | 83.0%-25.9pp |
| Annual return | 8.37% | 25.14%-16.8pp | 32.56%-24.2pp | 41.45%-33.1pp |
| Employer contribution / active EE | $998 | $4,967-79.9% | $4,002-75.1% | $4,869-79.5% |
| Participant deferral / active EE | $1,359 | $5,543-75.5% | $4,797-71.7% | $5,287-74.3% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |