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 | $112,445 | $132,239-15.0% | $105,722+6.4% | $273,961-59.0% |
| Participation rate | 61.5% | 83.2%-21.7pp | 78.9%-17.4pp | 83.0%-21.5pp |
| Annual return | 8.08% | 10.07%-2.0pp | 12.25%-4.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $3,940 | $4,867-19.0% | $4,079-3.4% | $4,869-19.1% |
| Participant deferral / active EE | $4,867 | $6,233-21.9% | $5,326-8.6% | $5,287-8.0% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |