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 | $63,088 | $135,952-53.6% | $123,892-49.1% | $273,961-77.0% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 9.83% | 56.63%-46.8pp | 47.52%-37.7pp | 41.45%-31.6pp |
| Employer contribution / active EE | $1,305 | $5,170-74.8% | $4,617-71.7% | $4,869-73.2% |
| Participant deferral / active EE | $6,014 | $6,343-5.2% | $5,984+0.5% | $5,287+13.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |