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 | $61,054 | $135,635-55.0% | $110,238-44.6% | $135,375-54.9% |
| Participation rate | 40.0% | 83.5%-43.5pp | 79.8%-39.8pp | 82.6%-42.6pp |
| Annual return | 0.70% | 513.19%-512.5pp | 314.74%-314.0pp | 519.73%-519.0pp |
| Employer contribution / active EE | $1,989 | $4,906-59.5% | $3,826-48.0% | $4,779-58.4% |
| Participant deferral / active EE | $3,887 | $5,506-29.4% | $4,672-16.8% | $5,609-30.7% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |