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 | $49,575 | $215,361-77.0% | $171,082-71.0% | $273,961-81.9% |
| Participation rate | 36.8% | 82.0%-45.2pp | 76.7%-39.9pp | 83.0%-46.2pp |
| Annual return | 15.52% | 25.14%-9.6pp | 32.56%-17.0pp | 41.45%-25.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $866 | $5,543-84.4% | $4,797-81.9% | $5,287-83.6% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |