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 | $76,484 | $159,602-52.1% | $150,045-49.0% | $142,382-46.3% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.3%-44.8pp | 80.1%-42.6pp |
| Annual return | 16.10% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,631 | $4,961-47.0% | $4,693-43.9% | $4,299-38.8% |
| Participant deferral / active EE | $4,151 | $8,310-50.1% | $7,997-48.1% | $6,507-36.2% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |