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 | $27,355 | $135,952-79.9% | $123,892-77.9% | $273,961-90.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 11.94% | 56.63%-44.7pp | 47.52%-35.6pp | 41.45%-29.5pp |
| Employer contribution / active EE | $1,869 | $5,170-63.8% | $4,617-59.5% | $4,869-61.6% |
| Participant deferral / active EE | $3,841 | $6,343-39.4% | $5,984-35.8% | $5,287-27.4% |
| Admin fee / account holder | $11 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |