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 | $29,669 | $111,301-73.3% | $112,977-73.7% | $158,922-81.3% |
| Participation rate | 57.1% | 83.5%-26.4pp | 82.6%-25.4pp | 82.0%-24.8pp |
| Annual return | 10.68% | 26.40%-15.7pp | 24.24%-13.6pp | 302.83%-292.1pp |
| Employer contribution / active EE | $2,878 | $4,471-35.6% | $4,255-32.4% | $4,761-39.6% |
| Participant deferral / active EE | $3,700 | $5,880-37.1% | $5,836-36.6% | $5,982-38.1% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,246-100.0% |