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 | $70,882 | $127,065-44.2% | $113,168-37.4% | $142,382-50.2% |
| Participation rate | 60.0% | 79.2%-19.2pp | 76.6%-16.6pp | 80.1%-20.1pp |
| Annual return | 16.02% | 24.03%-8.0pp | 24.27%-8.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,539 | $3,442-26.2% | $2,975-14.7% | $4,299-40.9% |
| Participant deferral / active EE | $2,707 | $5,716-52.6% | $5,107-47.0% | $6,507-58.4% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |