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 | $65,484 | $215,361-69.6% | $171,082-61.7% | $273,961-76.1% |
| Participation rate | 60.0% | 82.0%-22.0pp | 76.7%-16.7pp | 83.0%-23.0pp |
| Annual return | 8.89% | 25.14%-16.3pp | 32.56%-23.7pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,039 | $4,967-79.1% | $4,002-74.0% | $4,869-78.7% |
| Participant deferral / active EE | $2,073 | $5,543-62.6% | $4,797-56.8% | $5,287-60.8% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |