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 | $42,716 | $153,772-72.2% | $133,980-68.1% | $273,961-84.4% |
| Participation rate | 65.0% | 88.4%-23.4pp | 87.1%-22.1pp | 83.0%-18.0pp |
| Annual return | 13.11% | 36.51%-23.4pp | 29.30%-16.2pp | 41.45%-28.3pp |
| Employer contribution / active EE | $2,822 | $6,029-53.2% | $5,211-45.9% | $4,869-42.0% |
| Participant deferral / active EE | $6,167 | $6,958-11.4% | $6,282-1.8% | $5,287+16.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |