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 | $42,609 | $153,772-72.3% | $133,980-68.2% | $273,961-84.4% |
| Participation rate | 55.6% | 88.4%-32.8pp | 87.1%-31.5pp | 83.0%-27.5pp |
| Annual return | 9.00% | 36.51%-27.5pp | 29.30%-20.3pp | 41.45%-32.4pp |
| Employer contribution / active EE | $2,338 | $6,029-61.2% | $5,211-55.1% | $4,869-52.0% |
| Participant deferral / active EE | $4,515 | $6,958-35.1% | $6,282-28.1% | $5,287-14.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |