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 | $164,830 | $181,894-9.4% | $156,549+5.3% | $273,961-39.8% |
| Participation rate | 46.2% | 88.4%-42.2pp | 84.0%-37.9pp | 83.0%-36.9pp |
| Annual return | 10.73% | 30.74%-20.0pp | 32.23%-21.5pp | 41.45%-30.7pp |
| Employer contribution / active EE | $2,061 | $6,248-67.0% | $5,501-62.5% | $4,869-57.7% |
| Participant deferral / active EE | $3,585 | $5,550-35.4% | $4,871-26.4% | $5,287-32.2% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |