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 | $72,243 | $90,503-20.2% | $78,689-8.2% | $273,961-73.6% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 7.97% | 75.60%-67.6pp | 62.18%-54.2pp | 41.45%-33.5pp |
| Employer contribution / active EE | $848 | $3,176-73.3% | $2,851-70.3% | $4,869-82.6% |
| Participant deferral / active EE | $1,050 | $3,901-73.1% | $3,517-70.1% | $5,287-80.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |