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 | $43,537 | $93,071-53.2% | $74,583-41.6% | $273,961-84.1% |
| Participation rate | 42.9% | 74.9%-32.1pp | 68.1%-25.3pp | 83.0%-40.2pp |
| Annual return | 11.78% | 26.18%-14.4pp | 20.47%-8.7pp | 41.45%-29.7pp |
| Employer contribution / active EE | $2,084 | $3,160-34.0% | $2,525-17.5% | $4,869-57.2% |
| Participant deferral / active EE | $2,867 | $4,160-31.1% | $3,458-17.1% | $5,287-45.8% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |