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 | $114,182 | $153,772-25.7% | $133,980-14.8% | $273,961-58.3% |
| Participation rate | 69.2% | 88.4%-19.1pp | 87.1%-17.8pp | 83.0%-13.8pp |
| Annual return | 13.21% | 36.51%-23.3pp | 29.30%-16.1pp | 41.45%-28.2pp |
| Employer contribution / active EE | $1,401 | $6,029-76.8% | $5,211-73.1% | $4,869-71.2% |
| Participant deferral / active EE | $3,306 | $6,958-52.5% | $6,282-47.4% | $5,287-37.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |