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 | $81,951 | $90,503-9.4% | $78,689+4.1% | $273,961-70.1% |
| Participation rate | 15.8% | 76.5%-60.7pp | 73.6%-57.8pp | 83.0%-67.2pp |
| Annual return | 5.78% | 75.60%-69.8pp | 62.18%-56.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $263 | $3,176-91.7% | $2,851-90.8% | $4,869-94.6% |
| Participant deferral / active EE | $896 | $3,901-77.0% | $3,517-74.5% | $5,287-83.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |