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 | $29,667 | $99,341-70.1% | $84,750-65.0% | $273,961-89.2% |
| Participation rate | 52.9% | 80.7%-27.7pp | 76.6%-23.6pp | 83.0%-30.1pp |
| Annual return | 16.25% | 22.93%-6.7pp | 22.78%-6.5pp | 41.45%-25.2pp |
| Employer contribution / active EE | $3,403 | $4,214-19.2% | $3,574-4.8% | $4,869-30.1% |
| Participant deferral / active EE | $1,534 | $4,269-64.1% | $3,712-58.7% | $5,287-71.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |