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 | $56,887 | $181,894-68.7% | $156,549-63.7% | $273,961-79.2% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 8.28% | 30.74%-22.5pp | 32.23%-23.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,778 | $6,248-71.5% | $5,501-67.7% | $4,869-63.5% |
| Participant deferral / active EE | $3,444 | $5,550-37.9% | $4,871-29.3% | $5,287-34.9% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |